冠通期货早盘速递-20260205

Hot News - Iran's Foreign Minister Araqchi clarified Iran's official stance on the talks with the US in Oman, stating that the negotiations will be held in Muscat around 10 am on February 6. The US previously rejected Iran's proposal to change the meeting location from Istanbul, Turkey, to Oman, causing concern in the Middle East [2] - The US Bureau of Labor Statistics announced that it will release the January non - farm payroll report on February 11, job vacancy data on February 5, and reschedule the release of the January CPI inflation report to February 13 [2] - A Reuters survey showed that due to a surge in exports during the seasonal production slowdown, Malaysia's palm oil inventory will end a 10 - month growth streak in January. Palm oil inventory is expected to drop to 2.91 million tons, a 4.64% decrease from December. Production is expected to fall 12% to 1.61 million tons, the third consecutive monthly decline, but it may still be the highest January production since 2019 [2] - Chinese President Xi Jinping had a phone call with US President Trump. Xi emphasized that the Taiwan issue is the most important issue in Sino - US relations, and the US must handle arms sales to Taiwan carefully [3] - EIA report data showed that in the week ending January 30, commercial crude oil inventories excluding strategic reserves decreased by 3.455 million barrels to 420 million barrels, a 0.82% decline. The US Strategic Petroleum Reserve (SPR) inventory increased by 214,000 barrels to 415.2 million barrels, a 0.05% increase [3] Key Focus - The commodities to focus on are urea, coking coal, platinum, crude oil, and Shanghai copper [4] Night - session Performance Sector Performance - Non - metallic building materials had a 2.09% increase; precious metals had a 34.97% increase; oilseeds and fats had an 8.21% increase; soft commodities had a 2.41% increase; non - ferrous metals had a 26.35% increase; coal, coke, steel, and minerals had a 10.07% increase; energy had a 2.32% increase; chemicals had a 9.89% increase; grains had a 0.97% increase; and agricultural and sideline products had a 2.73% increase [4] Sector Position - The data shows the position changes of commodity futures sectors in the past five days, including Wind agricultural and sideline products, Wind grains, Wind chemicals, etc. [5] Performance of Major Asset Classes Equity - The Shanghai Composite Index had a daily increase of 0.85%, a monthly decrease of 0.38%, and a year - to - date increase of 3.36%; the SSE 50 had a daily increase of 1.14%, a monthly increase of 0.09%, and a year - to - date increase of 1.26%; the CSI 300 had a daily increase of 0.83%, a monthly decrease of 0.16%, and a year - to - date increase of 1.48%; the CSI 500 had a daily increase of 0.15%, a monthly decrease of 0.85%, and a year - to - date increase of 11.16%; the S&P 500 had a daily decrease of 0.51%, a monthly decrease of 0.81%, and a year - to - date increase of 0.54%; the Hang Seng Index had a daily increase of 0.05%, a monthly decrease of 1.97%, and a year - to - date increase of 4.75%; the German DAX had a daily decrease of 0.72%, a monthly increase of 0.26%, and a year - to - date increase of 0.46%; the Nikkei 225 had a daily decrease of 0.78%, a monthly increase of 1.82%, and a year - to - date increase of 7.85%; the UK FTSE 100 had a daily increase of 0.85%, a monthly increase of 1.75%, and a year - to - date increase of 4.74% [6] Fixed - income - The 10 - year Treasury bond futures had a daily decrease of 0.01%, a monthly decrease of 0.06%, and a year - to - date increase of 0.35%; the 5 - year Treasury bond futures had a daily decrease of 0.04%, a monthly decrease of 0.04%, and a year - to - date increase of 0.09%; the 2 - year Treasury bond futures had a daily decrease of 0.02%, a monthly increase of 0.00%, and a year - to - date decrease of 0.05% [6] Commodities - The CRB commodity index had a daily increase of 0.91%, a monthly decrease of 2.24%, and a year - to - date increase of 4.74%; WTI crude oil had a daily increase of 1.90%, a monthly decrease of 1.90%, and a year - to - date increase of 12.02%; London spot gold had a daily increase of 0.38%, a monthly increase of 1.74%, and a year - to - date increase of 14.97%; LME copper had a daily decrease of 3.25%, a monthly decrease of 0.23%, and a year - to - date increase of 4.35%; the Wind commodity index had a daily increase of 6.68%, a monthly decrease of 10.35%, and a year - to - date increase of 24.00% [6] Others - The US dollar index had a daily increase of 0.27%, a monthly increase of 0.55%, and a year - to - date decrease of 0.63%; the CBOE volatility index had a daily increase of 0.00%, a monthly increase of 3.21%, and a year - to - date increase of 20.40% [6] Main Commodity Trends - The report presents the trends of various commodities such as the Baltic Dry Index, CRB spot index, WTI crude oil, London spot gold, LME copper, CBOT soybeans, and CBOT corn, as well as stock market risk preferences and risk premiums [7]