资金动态20250918

Core Insights - The main focus of the article is on the recent capital flow trends in commodity futures, highlighting significant inflows and outflows across various sectors and specific commodities [1]. Capital Inflows - The commodities with the highest capital inflows include crude oil (1.191 billion), aluminum oxide (218 million), live pigs (137 million), soybean meal (121 million), and glass (57 million) [1]. - The chemical and agricultural sectors are experiencing a net inflow of capital, with particular attention on crude oil, live pigs, soybean meal, and glass [1]. Capital Outflows - The commodities with the largest capital outflows are gold (933 million), copper (747 million), silver (525 million), aluminum (175 million), and nickel (119 million) [1]. - The financial sector, non-ferrous metals, and black metals are showing a net outflow, with a focus on the significant outflows from gold, copper, and silver [1]. Overall Market Trends - Overall, the commodity futures market is experiencing a slight net outflow, with notable outflows in the non-ferrous metals and black metal sectors [1]. - Attention is drawn to the reverse trends, such as the inflow into aluminum oxide and aluminum alloys, and the outflow from palm oil [1]. - The financial sector highlights the focus on the CSI 300 index futures and 10-year treasury futures [1].