宝城期货橡胶早报-20251110

Group 1: Report Industry Investment Ratings - There is no information about the report industry investment rating in the provided content. Group 2: Report's Core Views - The short - term and intraday views of both沪胶 (RU) 2601 and合成胶 (BR) 2601 are偏弱, and the medium - term view is震荡. The reference view for both is偏弱运行 [1][5][7]. Group 3: Summary by Relevant Content 沪胶 (RU) - Core Logic: Recent hawkish remarks from some Fed officials, the potential delay of October CPI data due to the US government shutdown, and the impact on US economic resilience have led to a weaker macro - atmosphere, offsetting the positive demand support in the rubber market. On the night of last Friday, the domestic沪胶 futures 2601 contract showed a slightly weaker trend, with the price closing 0.20% lower at 14,995 yuan/ton. It is expected to maintain a weaker trend on Monday [5]. 合成胶 (BR) - Core Logic: Similar to沪胶, recent hawkish remarks from Fed officials, the potential delay of October CPI data, and the impact on US economic resilience have made the market shift from "expectation - driven" to "reality - dominated", and investors have become more cautious. On the night of last Friday, the domestic合成胶 futures 2601 contract showed a weaker trend, with the price closing 0.73% lower at 10,160 yuan/ton. It is expected to maintain a weaker trend on Monday [7].