资讯早间报-20250828

Report Industry Investment Rating No relevant information provided. Core Viewpoints - The report presents a comprehensive overview of overnight market trends, important macro - economic news, and developments in various financial and commodity markets, including futures, stocks, bonds, and foreign exchange [3][4][5][6]. Summary by Category Overnight Market Trends - Domestic Futures: On Wednesday night, domestic futures contracts showed mixed performance, with corn rising over 1% and many contracts such as zinc, SC crude oil, and others falling over 1% [3]. - International Crude Oil: International crude oil settlement prices increased, with the US WTI crude oil up 0.96% at $63.86/barrel and Brent crude up 0.75% at $67.20/barrel [4]. - International Precious Metals: International precious metal futures generally rose, with COMEX gold up 0.55% at $3451.80/ounce and COMEX silver up 0.22% at $38.69/ounce [5]. - London Base Metals: Most London base metals declined, except for tin which rose 0.91%. LME zinc fell 1.76%, LME aluminum fell 1.29%, etc. [5]. - International Agricultural Products: International agricultural product futures all declined, with US soybeans down 0.12%, US corn down 0.85%, etc. [6]. Important Macroeconomic News - Macro - Economy: In July, the operating income of industrial enterprises above designated size increased year - on - year, and the profit decline narrowed. The Ministry of Commerce will introduce policies to promote service exports. The New York Fed President hinted at possible interest - rate adjustments [9]. - Energy and Chemical Futures: UAE's fuel inventory changed, China's methanol port inventory increased, Japan's commercial crude inventory decreased, and the US had changes in oil exports, production, and inventory. South Korea may reduce naphtha imports [14][15]. - Metal Futures: India may lift restrictions on pension investment in gold ETFs. The new - energy vehicle retail and wholesale in China from August 1 - 24 increased year - on - year [19]. - Black - Series Futures: Some steel enterprises in Tangshan plan to conduct blast furnace maintenance, and Mongolia's coking coal auction had a full - scale failure [21]. - Agricultural Product Futures: Malaysia's palm oil exports from August 1 - 25 increased. Ukraine's wheat output may decline, and corn output may rise. Domestic and international soybean prices have different trends [23][24][25]. Financial Markets - Stocks: A - shares, Hong Kong stocks, US stocks, and European stocks had different performances. Hong Kong's IPO market was strong in the first seven months. Some companies had major announcements such as acquisitions and listings [28][38][40]. - Bonds: Domestic bank - to - bank bond yields had mixed changes, new bond indices were released, and US bond yields fell [44][45][46]. - Foreign Exchange: The on - shore RMB against the US dollar declined slightly, and the US dollar index fell slightly [47]. Upcoming Events - There are various economic data releases and events scheduled, including central bank meetings, policy announcements, and corporate earnings reports [50][52].