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期货市场每日解析:美联储降息背后,黄金调整、原油波动,这些品种走势引爆市场!
Sou Hu Cai Jing·2025-09-22 03:26

Market Overview - The futures market is experiencing widespread declines, with major contracts such as 20 rubber, glass, coking coal, and rubber all dropping over 2% [3] - The palm oil market has also seen a decline of 2%, while other commodities like silver, live pigs, and synthetic rubber have dropped nearly 2% [3] - The overall sentiment in the market remains unstable, with the recent interest rate cut by the Federal Reserve not providing the expected support [6] Financial Futures Sector - The stock index futures have shown volatility, with the CSI 300 index futures (IF) down 1.35% and the SSE 50 index futures (IH) down 1.40% [6] - The market is currently assessing the future interest rate path of the Federal Reserve, with a divergence in expectations among officials regarding future rate cuts [6] Precious Metals Market - The gold market is undergoing high-level adjustments, with limited upside potential due to fewer expected rate cuts from the Federal Reserve [7] - Geopolitical tensions and central banks' continued accumulation of gold support long-term demand, but rising nominal interest rates are exerting pressure on gold prices [7] Industrial Products Sector - The industrial products sector is under pressure, with copper prices declining due to less-than-expected support from the Federal Reserve's rate cut [8] - Aluminum prices have also retreated after a previous breakout, while nickel prices are finding support at lower ranges [8] Energy and Chemical Sector - The energy and chemical sector is generally weak, with methanol inventories remaining high and market sentiment declining [15] - PVC supply and demand remain weak, leading to a short-term stabilization followed by a downturn [16] Shipping and Container Market - The shipping market, particularly the European route, is experiencing significant declines, with the Shanghai export container settlement price index dropping 8.1% [19] - The current supply pressure is evident, with global container capacity exceeding 32.9 million TEU, a year-on-year increase of 8% [19] Key Focus Points for Next Week - Upcoming U.S. employment and inflation data will be critical in influencing the Federal Reserve's monetary policy direction [21] - Attention should also be given to geopolitical risks and the outcomes of other central banks' meetings [21]