资讯早间报：隔夜夜盘市场走势-20260204

Report Industry Investment Rating No relevant information provided. Core Viewpoints of the Report The report provides a comprehensive overview of the overnight night - market trends, important news, and the performance of various financial markets, including commodities, stocks, bonds, and foreign exchange. It also presents upcoming events and corporate earnings reports. Summary by Directory Overnight Night - Market Trends - Domestic commodity futures markets mostly closed lower during the day session, with precious metals showing a mixed trend (Shanghai silver down 16.71%, palladium up 8.62%), base metals leading the decline (Shanghai tin down 6.7%), and energy products all falling (crude oil down 4.93%). Precious metals and base metals rebounded at night, with Shanghai silver up 5.93%, Shanghai gold up 4.2%, and Shanghai tin up 6.64% [4][44]. - International precious metal futures generally closed higher, with COMEX gold futures up 6.83% at $4970.50 per ounce and COMEX silver futures up 10.27% at $84.92 per ounce. The Fed's signal of rate cuts, the end of the US government shutdown, the progress of the US - India trade agreement, and the exchange's adjustment of risk - control measures boosted the precious metals market [4][45]. - US crude oil futures rose 2.83% to $63.9 per barrel, and Brent crude oil futures rose 2.55% to $67.99 per barrel. The API data showed a significant decrease in US crude oil inventory, indicating a contraction in the supply side [4][47]. - Most London base metals rose, with LME tin up 7.95% at $50295.0 per ton, LME copper up 4.02% at $13410.0 per ton, LME nickel up 3.38% at $17395.0 per ton, LME aluminum up 1.41% at $3099.0 per ton, LME zinc down 0.02% at $3323.0 per ton, and LME lead down 0.08% at $1961.5 per ton [5][6][47]. Important News Macroeconomic News - The Reserve Bank of Australia raised the benchmark interest rate, becoming the first major central bank to raise rates this year due to persistent domestic inflation [8]. - The Central No. 1 Document was released, aiming to promote rural revitalization and expand rural consumption, supporting the sales of new - energy vehicles, smart home appliances, and green building materials in rural areas [8]. - China and Russia held a new round of strategic stability consultations, reaching a wide range of consensus on global strategic stability and multilateral arms control issues [8]. - A Fed governor emphasized the need for aggressive rate cuts this year [8][37]. Energy and Chemical Futures - The Shanghai Futures Exchange and Shanghai International Energy Exchange adjusted the daily price limits and margin ratios for multiple futures contracts from February 5 [9][11]. - There are concerns about the flow of Russian crude oil if India stops purchasing, as the US agreed to lower tariffs on Indian imports in exchange [11]. Metal Futures - In 2025, the industrial added - value of non - ferrous metal enterprises increased by 6.9%, and the output of ten non - ferrous metals exceeded 8000000 tons, up 3.9% from the previous year [13]. - A landslide in Indonesia led to the death of 6 tin miners [14]. - Some polysilicon companies are trying to raise or maintain prices, and the market expects the price to rise above 50 yuan per kilogram [14]. - China plans to improve the copper resource reserve system, including expanding the national strategic reserve and exploring commercial reserves [14]. - Multiple exchanges adjusted the daily price limits and margin ratios for precious metal futures contracts [16][17][44][45]. - The Chilean Copper Commission raised its copper price forecast for 2026 and 2027 [17]. Black - Series Futures - In late January 2026, the social inventory of 5 major steel products in 21 cities was 717000 tons, with a slight increase compared to the previous period [19]. - Indonesia's coal miners suspended spot coal exports due to the government's production cut plan, which was opposed by the industry association [19]. Agricultural Futures - In the last week of January, the soybean crushing volume in domestic oil mills reached 2.3 million tons, and the soybean meal inventory increased slightly. It is expected to decline to about 650000 tons by the end of February [22]. - Malaysia's palm oil exports in January showed different trends according to different data sources, with a 14.89% increase according to AmSpec and a 5.58% decrease according to SGS. The production in January decreased by 13.08% [23][26][28]. - The Chinese government issued policies to promote the healthy development of the agricultural industry, including regulating pig production capacity and stabilizing agricultural product prices [23]. - India's palm oil imports in January reached the highest level since October 2025 [24]. - The US Soybean Export Association is optimistic about the export prospects of US soybeans this year [24]. - The national soybean oil port inventory decreased by 13000 tons from January 27 to February 3 [25]. Financial Markets Stocks - A - shares rose on Tuesday, with the Shanghai Composite Index up 1.29%, the Shenzhen Component Index up 2.19%, and the ChiNext Index up 1.86%. The trading volume decreased to 2.57 trillion yuan [30]. - Hong Kong stocks rebounded, with the Hang Seng Index up 0.22%, but the Hang Seng Technology Index down 1.07%. Southbound funds net - bought HK$952 million, and Tencent Holdings was significantly added [30]. - The China Securities Regulatory Commission and the UK's Financial Conduct Authority discussed strengthening regulatory cooperation and optimizing market inter - connectivity [31]. - In January, the number of new A - share accounts reached 4.9158 million, a 15 - month high, with a month - on - month increase of about 89% and a year - on - year increase of about 213% [32]. - Institutions' research and rating activities have increased significantly since January. As of February 3, 56 institutions made 1221 "buy" ratings, covering 653 stocks [32]. - Many commercial aerospace companies are approaching the listing stage, and it is predicted that they will be listed intensively in the next two years [33]. - Cambrian refuted false information, and its stock price fell [33]. Industry - The Ministry of Industry and Information Technology emphasized the development of future industries such as 6G, quantum technology, etc. [34]. - Eight departments issued guidelines for the safe cross - border transfer of automobile data [34]. - The Cyberspace Administration of China issued a negative list for algorithms of life - service platforms [34]. - Domestic refined oil prices increased for the second consecutive time [34]. - Fujian Province introduced measures to stabilize the real - estate market [34]. - The beauty - medical marketing track on Xiaohongshu is facing a major reshuffle [36]. Overseas Markets - The US will hold talks with Iran as planned [37]. - US President Trump signed a government funding bill, ending the government shutdown [37]. - Fed officials have different views on rate cuts [37]. - The Reserve Bank of Australia raised interest rates and adjusted economic and inflation expectations [37]. - The South Korean government will crack down on real - estate speculation [38]. - The "Artemis 2" mission launch was postponed due to a rocket leak [38]. - US stocks fell, with the Dow down 0.34%, the S&P 500 down 0.84%, and the Nasdaq down 1.43%. European stocks also fell slightly, while Asia - Pacific stocks mostly rose [40][41]. - AMD, PepsiCo, Nintendo and other companies released their financial reports [41][43]. Commodities - The Shanghai Gold Exchange and other exchanges adjusted the margin ratios and price limits for multiple commodity futures contracts [44][45]. Bonds - The Chinese bond market was generally stable, with interest - rate bonds showing a mixed trend. US bond yields were also mixed [48]. Foreign Exchange - The on - shore RMB against the US dollar rose, and the US dollar index fell. Most non - US currencies rose [49][50][51]. Upcoming Events - There will be 377.5 billion yuan of reverse repurchases due in the Chinese central bank's open market at 09:20 [53]. - The State Council Information Office will hold a press conference at 10:00 to introduce rural revitalization [53]. - The US Treasury will announce its quarterly refinancing statement at 21:30 [53]. - Guoen Technology will be listed on the Hong Kong Stock Exchange [53]. - Google, Lilly, Novartis, Novo Nordisk, Uber, Qualcomm, UBS Group, and ARM will release their financial reports [53]. - The Richmond Fed President will give a speech at 01:00 the next day [53].