格林大华期货早盘提示-20250910

Report Highlights 1. Investment Rating - The macro and financial global economy sector is rated as "Bullish" [1] 2. Core View - The global economy maintains an upward trend, with various factors such as China's economic policies, US economic data, and technological advancements contributing to the overall positive outlook [1] 3. Summary by Category Important Information - Foreign capital's allocation of the Chinese mainland stock market has increased, with a net inflow of about $5.5 billion in the first week of September, including a $5.02 billion inflow into stock funds [1] - Musk's xAI is developing an inference chip code - named "X1", expected to use TSMC's 3 - nanometer process and be mass - produced in 2026 to solve the "chip shortage" problem [1] - London spot gold has reached $3,600 per ounce, hitting a new record high, with a year - to - date increase of $1,000 per ounce and a 38% gain [1] - In the Fed's August consumer expectations survey, the probability of respondents finding a new job if they lose their current one dropped to 44.9%, a 5.8 - percentage - point decline from the previous month and the lowest since the survey began in June 2013 [1] - JPMorgan believes that although the current US stock market bull run seems unstoppable, its internal support is weakening. A Fed rate cut in the September 17 meeting may trigger profit - taking [1] - Argentina's stock, foreign exchange, and bond markets tumbled after President Milei lost a key provincial election, with the peso falling more than 4% against the dollar [1] - Morgan Stanley believes that the US dollar's bear market is far from over due to factors like the Fed's tolerance of high inflation, slowing US economic growth, and global central bank policy divergence [1] Global Economic Logic - China implements the "Artificial Intelligence +" initiative, and China's August exports increased by 4.4% year - on - year [1] - US August non - farm payrolls only added 22,000 jobs, confirming a September Fed rate cut [1] - The US Court of Appeals ruled that "reciprocal tariffs" are illegal [1] - Since August, Chinese assets have been continuously bought by global funds [1] - US capital goods imports in July reached a record $95.8 billion, indicating an acceleration in the manufacturing industry [1] - The eurozone's August manufacturing PMI exceeded the boom - bust line for the first time since June 2022 [1] - Tesla will start mass - producing Optimus robots in 2026 [1] - Global energy storage cell shipments in the first half of the year were 226GWh, a 97% year - on - year increase [1]