Group 1: Report Industry Investment Rating - Not provided in the content Group 2: Report Core Views - Trump plans to send new tariff rate notices (10% - 70%) to countries without trade agreements from August 1st, likely a weaker "aftershock" compared to April [6] - In the long - term bullish pattern of stock index futures, pay attention to internal and external marginal drivers. The market may rise in a slightly volatile way, and its continuation depends on internal and external factors [7][8] - Short - term butadiene rubber is weak, with limited downward space, and the medium - term fundamentals are under increasing pressure [9] - In the short term, the contradiction in the live pig market is not obvious, but the sentiment in the far - end market is strengthening [11] Group 3: Summaries by Related Catalogs 1. Gold and Silver - Gold: Non - farm payrolls performed better than expected. Gold has a trend strength of - 1 [19][23] - Silver: Continues to rise, with a trend strength of 1 [19][23] 2. Copper - Global copper inventories are increasing, and the price is oscillating. The trend strength is 0 [25][27] 3. Zinc - Zinc prices are moving sideways. The trend strength is 0 [28] 4. Lead - Supported by the expectation of short - term consumption peak season. The trend strength is 1 [30][31] 5. Tin - Driven by the macro - environment, tin prices are rising. The trend strength is 0 [33][36] 6. Nickel and Stainless Steel - The upward elasticity of nickel prices is limited, and prices are under pressure at low levels. Stainless steel inventories are slightly digested, and steel prices are recovering with limited elasticity. The trend strength of both is 0 [37][38][43] 7. Carbonate Lithium - Lithium prices are under pressure at the upper level. The trend strength is - 1 [44][47] 8. Polysilicon - Pay attention to policy changes. The trend strength of industrial silicon and polysilicon is - 1 [48][50] 9. Iron Ore - Expectations are fluctuating, and prices are in wide - range oscillations. The trend strength is - 1 [51] 10. Rebar and Hot - Rolled Coils - Both are in wide - range oscillations. The trend strength is 0 [53][54][56] 11. Ferrosilicon and Silicomanganese - Both are in wide - range oscillations. The trend strength of both is - 1 [57][60] 12. Coke and Coking Coal - Coke's first - round price increase is brewing, and both are in wide - range oscillations. The trend strength of both is 0 [62][64] 13. Steam Coal - Daily consumption is recovering, and prices are stabilizing with oscillations. The trend strength is 0 [66][69] 14. Logs - The main contract is switching, and prices are in wide - range oscillations [70]
国泰君安期货所长早读-20250707
Guo Tai Jun An Qi Huo·2025-07-07 06:32