广发期货日评-20260324

Group 1: Report Industry Investment Ratings - Not provided in the content Group 2: Core Views - The Middle East situation is tense, with Israel and Iran making frequent statements, and the situation in the Middle East may escalate again, which has a significant impact on the global financial and commodity markets [3] - The A - share market is under pressure due to the decline in risk preference, and there is a significant correction [3] - The price trends of various commodities are affected by geopolitical factors, and the market is volatile [3] Group 3: Summary by Related Catalogs Stock Index - The stock index futures (IF2606, IH2606, IC2606, IM2606) are under pressure due to the decline in risk preference in the A - share market. It is recommended to closely monitor the inflow of broad - based ETFs and wait for the stabilization opportunity [3] Precious Metals - The precious metals market is greatly affected by the news of the US - Iran conflict. The decline trend of precious metals is hard to end in the short term. It is recommended to wait and see for the time being. If the US - Iran war eases, the silver price is expected to stop falling and rebound, otherwise, it may fall back. Platinum and palladium are recommended to maintain a bearish view [3] Steel and Iron Ore - The steel price center moves up, and attention should be paid to the previous high pressure. The iron ore is in high - level shock. For coal and coke, it is recommended to go long at low positions [3] Non - ferrous Metals - The copper price rebounds due to the possible easing of the US - Iran situation. The aluminum price has limited downward space. For other non - ferrous metals, different operation suggestions are given according to their respective supply - demand and price trends [3] New Energy - The polysilicon market is oversupplied, and the futures are approaching the daily limit down. The lithium carbonate market fluctuates greatly, and short - term and medium - term operation suggestions are given [3] Energy and Chemicals - The oil price has a significant correction due to the easing signal. Most energy and chemical products are affected by the geopolitical situation and the oil price adjustment. Different operation suggestions are given for different products [3] Agricultural Products - The prices of agricultural products are also affected by geopolitical factors. Different agricultural products have different price trends and operation suggestions, such as the hog market is under pressure, and the prices of some grains and oils are in shock [3]