美元下跌 金属集体下挫 多晶硅跌停 沪镍跌超6% 碳酸锂涨逾2%

Metal Market - Domestic base metals collectively declined, with all falling over 1%. Nickel led the drop with a 6.14% decrease, while copper, aluminum, and lead fell over 2% with copper down 2.76%, aluminum down 2.89%, and lead down 2.01% [1] - Lithium carbonate rose by 2.46%, while industrial silicon fell by 4.53%. Polycrystalline silicon hit a limit down with a 9% drop, priced at 53,610 yuan/ton [1][4] - In the black metal sector, stainless steel fell by 0.98% and iron ore by 0.37%, while other varieties saw slight increases, with rebar and hot-rolled coil both rising under 1% [1] - Precious metals saw declines, with COMEX gold down 0.48% and silver down 2.27%. Domestic gold fell by 0.73% and silver by 5.9% [1][2] Macro Environment - The central bank conducted a 99 billion yuan reverse repurchase operation today, with a bid amount of 99 billion yuan and a fixed interest rate of 1.40%, unchanged from previous operations [5] - The U.S. dollar index decreased by 0.04% to 98.70, with recent employment data indicating a drop in job vacancies, raising expectations for further interest rate cuts by the Federal Reserve [8][9] Oil Market - Both domestic oil prices increased, with U.S. oil rising by 0.46% and Brent oil by 0.48%. The decline in U.S. crude oil inventories exceeded expectations, supporting oil prices [10]