降息预期带动偏多情绪 钯期货中长线多配节奏明确

Group 1 - The palladium futures market is experiencing a volatile upward trend, with the main contract opening at 410.40 CNY/g and reaching a high of 432.05 CNY/g, reflecting an increase of approximately 4.58% [1] - Analysts from Hualian Futures suggest that the demand for palladium is primarily driven by the automotive sector, but the surge in China's new energy vehicle penetration is suppressing demand growth, leading to limited fundamental support for palladium prices [2] - According to Ruida Futures, the palladium market is shifting from a supply-demand imbalance to a surplus, with expectations of a more relaxed supply-demand dynamic, although the anticipated interest rate cuts may provide some price support [2] Group 2 - Guotou Anxin Futures indicates that the relatively undervalued platinum and palladium are attracting bullish funds, with strong demand in commercial aerospace and hydrogen energy sectors, suggesting a clear long-term allocation strategy for platinum and palladium [3] - The market is closely monitoring the release of the U.S. non-farm payroll data for November, which could impact market sentiment and pricing [3]