Core Viewpoint - The main focus of the article is the significant drop in the Shanghai tin futures market, primarily influenced by macroeconomic news from the U.S. regarding the nomination of Kevin Warsh as the next Federal Reserve Chairman, which reversed market expectations and led to a sell-off in commodities [1] Group 1: Market Reaction - The Shanghai tin main contract SN2603 opened and quickly hit the limit down, with a decline of 11%, settling at 392,650 yuan per ton [1] - The market had previously anticipated a continuation of a loose monetary environment globally, but the nomination of Warsh shifted these expectations, contributing to a downward adjustment in the market [1] Group 2: Trading Dynamics - Following a significant rally, the market entered a correction phase, prompting long positions to liquidate and resulting in a broad-based pressure on the commodities market [1] - The overall market exhibited a "stampede-like" decline, indicating a rapid and widespread sell-off among investors [1]
SMM：市场因宏观情绪普跌 今日沪锡跌停
Sou Hu Cai Jing·2026-02-02 02:08