Group 1: Hot News - Trump proposed a "28 - point" new plan to end the Ukraine crisis, and parties have differences on some terms. Zelensky is willing to meet Trump to discuss the "peace plan", and the Ukrainian negotiating representative denied the claim that Ukraine has "principally agreed" to the US "peace plan" [2] - Kremlin spokesman Peskov said it's too early to conclude that the Ukraine conflict is about to end [2] - On November 26, Chinese Commerce Minister Wang Wentao held a video meeting with EU Commissioner for Trade and Economic Security Šefčovič to discuss economic and trade issues such as Nexperia [2] - The number of initial jobless claims in the US for the week ending November 22 was 216,000, the lowest since the week of April 12, 2025 [2] - JPMorgan economists changed their prediction, believing that the Fed will start cutting interest rates in December [2] Group 2: Sector Performance - Key sectors to focus on: asphalt, methanol, coking coal, lithium carbonate, and Shanghai gold [3] - Night - session performance of commodity futures: non - metallic building materials rose 3.11%, precious metals rose 29.49%, oilseeds rose 9.76%, non - ferrous metals rose 22.38%, soft commodities rose 2.82%, coal, coke, steel, and ore rose 12.59%, energy rose 3.02%, chemicals rose 11.09%, grains rose 1.45%, and agricultural and sideline products rose 4.28% [3] Group 3: Sector Position - The graph shows the position changes of commodity futures sectors in the past five days [4] Group 4: Performance of Major Asset Classes | Category | Name | Daily Return (%) | Monthly Return (%) | Annual Return (%) | | --- | --- | --- | --- | --- | | Equity | Shanghai Composite Index, SSE 50, CSI 300, CSI 500, S&P 500, Hang Seng Index, German DAX, Nikkei 225, UK FTSE 100 | - 0.15, 0.12, 0.61, 0.15, 0.69, 0.13, 0.98, 1.85, 0.85 | - 2.29, - 1.32, - 2.65, - 4.99, - 0.40, 0.08, - 1.10, - 5.44, - 0.26 | 15.29, 10.69, 14.81, 21.64, 15.83, 29.25, 19.02, 24.23, 18.58 | | Fixed - income | 10 - year Treasury futures, 5 - year Treasury futures, 2 - year Treasury futures | - 0.36, - 0.22, - 0.05 | - 0.76, - 0.31, - 0.17 | - 0.99, - 0.76, - 0.59 | | Commodity | CRB Commodity Index, WTI crude oil, London spot gold, LME copper, Wind Commodity Index | 0.00, 1.05, 0.74, 0.00, 0.34 | - 2.69, - 3.79, 3.99, - 0.54, - 0.28 | - 0.79, - 18.58, 58.62, 23.36, 30.26 | | Other | US Dollar Index, CBOE Volatility Index | - 0.22, 0.00 | - 0.14, 6.42 | - 8.20, 6.97 | [5] Group 5: Stock Market Risk Preference and Commodity Trends - The report presents the trends of major commodities such as the Baltic Dry Index, CRB Spot Index, WTI crude oil, London spot gold, London spot silver, LME 3 - month copper, CBOT soybeans, and CBOT corn, as well as the risk premium of the stock market [6]
早盘速递-20251127
Guan Tong Qi Huo·2025-11-27 02:10