财达证券：晨会纪要-20240814

Summary of Key Points Core Insights - The USDA has revised Argentina's soybean production forecast for the 2023/2024 season down from 49.5 million tons to 49 million tons, while market expectations were at 49.6 million tons [1] - Several small and medium-sized banks have reduced their medium to long-term deposit rates to the "2" range, with the highest cut reaching 80 basis points [1] - Industrial metals have seen a broad increase in prices [1] - The Bank of Montreal maintains its rating for AMN Healthcare Services (AMN.US), adjusting it from outperform to outperform with a target price increase from $60.00 to $71.00 [1] - Oil prices have risen above $80, with potential further increases driven by the threat of Iranian attacks [1] - The Federal Reserve's overnight reverse repurchase agreement (RRP) usage was $328.641 billion on August 12, up from $312.198 billion the previous trading day [1] - U.S. stock indices closed mixed, with Nvidia rising over 4% [1] - The onshore RMB against the USD closed at 7.1744, down 56 points from the previous trading day's night session [1] Market Movements - The report highlights significant movements in the agricultural sector, particularly with soybean production forecasts being adjusted [1] - The banking sector is experiencing a shift in deposit rates, indicating potential changes in consumer behavior and savings strategies [1] - The industrial metals market is showing positive trends, which may indicate increased demand or supply constraints [1] Company-Specific Updates - AMN Healthcare Services has received a target price adjustment from the Bank of Montreal, reflecting confidence in its performance [1] - The report does not provide specific updates on other companies but indicates broader market trends that could impact various sectors [1]