收评|国内期货主力合约涨跌互现 钯期货涨超4%

Group 1 - The core viewpoint of the article highlights the mixed performance of domestic futures contracts, with palladium futures rising over 4% and rebar increasing over 3%, while other commodities like tin and asphalt saw declines of over 2% [2][6]. Group 2 - Analysts from Huatai Futures attribute the rise in platinum and palladium prices to a "spillover effect" from funds, driven by macroeconomic factors such as the Federal Reserve's recent interest rate cut and ongoing liquidity measures [4][8]. - The Federal Reserve's FOMC meeting on December 11 resulted in a 25 basis point rate cut to a range of 3.5-3.75%, with a commitment to purchase $40 billion in short-term government bonds monthly to maintain liquidity, which has led to expectations of a weaker dollar and supported the overall rise in precious metal prices [4][8]. - Supply disruptions in platinum and palladium are exacerbated by ongoing power crises in South Africa, maintenance of aging mines, and geopolitical issues affecting Russian supply, while demand from traditional automotive sectors remains weak [4][8].