Group 1: Hot News - The People's Bank of China announced on May 7th to cut the deposit - reserve ratio by 0.5 percentage points, providing about 1 trillion yuan of long - term liquidity to the market, and lower the deposit - reserve ratio of auto finance companies and financial leasing companies from 5% to 0% [2] - The PBOC decided to cut the personal housing provident fund loan interest rate by 0.25 percentage points starting from May 8th, 2025 [2] - The PBOC decided to cut the re - loan interest rate by 0.25 percentage points starting from May 7th, 2025 [2] - Vice - Premier He Lifeng will visit Switzerland from May 9th - 12th and hold talks with the US side. The talks are held at the US request, and China's stance against US tariff abuse remains unchanged [3] - The Fed kept the benchmark interest rate unchanged at 4.25% - 4.50%, in line with market expectations. Traders still expect three rate cuts this year [3] Group 2: Sector Performance - Key sectors to focus on: glass, soda ash, asphalt, coking coal, urea [4] - Night - session performance: non - metallic building materials rose 2.58%, precious metals rose 31.40%, oilseeds and oils rose 11.78%, soft commodities rose 2.71%, non - ferrous metals rose 19.66%, coal - coking - steel - minerals rose 12.63%, energy rose 2.51%, chemicals rose 12.07%, grains rose 1.85%, and agricultural and sideline products rose 2.81% [4] Group 3: Asset Performance - Equity: Shanghai Composite Index rose 0.80% daily, 1.94% monthly, and - 0.27% year - to - date; S&P 500 rose 0.43% daily, 1.12% monthly, and - 4.26% year - to - date; Hang Seng Index rose 0.13% daily, 2.59% monthly, and 13.12% year - to - date [7] - Fixed - income: 10 - year Treasury bond futures fell 0.19% daily, - 0.14% monthly, and - 0.07% year - to - date; 5 - year Treasury bond futures fell 0.08% daily, - 0.10% monthly, and - 0.51% year - to - date [7] - Commodities: CRB commodity index fell 0.85% daily, 0.34% monthly, and - 2.35% year - to - date; WTI crude oil fell 1.84% daily, - 0.33% monthly, and - 19.35% year - to - date; London spot gold fell 1.95% daily, 2.31% monthly, and 28.20% year - to - date [7] - Others: US dollar index was flat daily, - 0.38% monthly, and - 8.50% year - to - date; CBOE volatility was flat daily, 0.24% monthly, and 42.71% year - to - date [7]
冠通期货早盘速递-20250508
Guan Tong Qi Huo·2025-05-08 01:20