跌停！商品市场持续“降温”，后市如何走？

Group 1 - The commodity market sentiment has significantly declined, with major futures contracts opening lower and many popular products experiencing sharp declines, including焦煤, 玻璃, and 纯碱, which fell over 5% [1][2] - The 文华 commodity index dropped nearly 1.5% in early trading, with焦煤, 玻璃, and other black series products seeing substantial losses, leading to a further decline in the afternoon [2] - The Federal Reserve's decision to maintain the benchmark interest rate at 4.25%-4.50% has contributed to reduced expectations for a rate cut in September, impacting market sentiment [2][3] Group 2 - The three major products in the photovoltaic industry chain, including碳酸锂, 工业硅, and 多晶硅, experienced significant declines, with多晶硅 dropping 7.81% to 49,130元/吨 by the end of trading [4] - The supply side for焦煤 shows a recovery in domestic coal production and high inventory levels, while demand from焦化企业 remains under pressure due to production losses [3][5] - The recent adjustments in trading rules for industrial silicon, multi-crystalline silicon, and lithium carbonate contracts aim to curb speculative trading and manage market risks [5][6]