资讯早间报：隔夜夜盘市场走势-20260326

Report Industry Investment Rating - Not mentioned in the report Core Viewpoints - The report comprehensively presents the overnight market trends of various futures, important macro and industry news, and the performance of financial markets at home and abroad. It also includes upcoming economic data releases and events, reflecting the complex situation influenced by factors such as the Middle - East conflict and policy changes [3][7][27] Summary by Catalog Overnight Night - Market Futures Trends - International precious metal futures generally rose, with COMEX gold futures up 2.30% at $4503.30 per ounce and COMEX silver futures up 2.70% at $71.44 per ounce [4] - U.S. oil and Brent oil futures declined, with U.S. oil down 1.15% at $91.29 per barrel and Brent oil down 2.18% at $98.04 per barrel [5] - Most London base metals rose, with LME nickel up 2.33% at $17345.0 per ton, LME copper up 1.51% at $12283.0 per ton, etc., while LME aluminum fell 0.57% to $3242.0 per ton [5] Important News Macro News - Iran launched a missile attack on the U.S. aircraft carrier "Abraham Lincoln", and Iran put forward five cease - fire conditions [8][9] - The Shanghai Futures Exchange warned of price fluctuations in precious metals and energy due to the complex Middle - East situation [8] - The European Central Bank may raise interest rates in April if inflation gets out of control due to the Iran war [8] - As of the end of February, China's total installed power generation capacity was 3.95 billion kilowatts, with solar and wind power showing significant growth [8] - The U.S. House Speaker said the Iran war was "nearing an end", and the U.S. was arranging a meeting in Pakistan to discuss the Iran crisis [11] Energy and Chemical Futures - In the week ending March 23, the total refined oil inventory at Fujairah Port in the UAE decreased by 404,000 barrels [13] - As of March 25, China's methanol port inventory decreased by 106,200 tons [13] - Indian refiners bought about 60 million barrels of Russian oil to be delivered next month [14] - EIA reported that commercial crude oil inventory (excluding strategic reserves) increased by 6.926 million barrels to 456 million barrels, a 1.54% increase [16] Metal Futures - Guinea plans to cut bauxite exports to increase fiscal revenue [18] - Indonesia's refined tin exports in February were the same as last year [19] - Alcoa's alumina production is expected to increase by 1 million tons from 2029 [19] Black - Series Futures - As of the week ending March 25, national building material production increased, factory inventory decreased, and social inventory increased slightly [21] - The first shipment of iron ore from SimFer's Simandou project arrived at Dalian Port [22] - In mid - March 2026, the steel inventory of key steel enterprises showed various changes compared to different periods [23] Agricultural Futures - Malaysian palm oil exports from March 1 - 25 increased by 38.4% (ITS data) and 51% (AmSpec data) compared to the same period last month [25][26] Financial Market Financial - Chinese A - shares rose, with the Shanghai Composite Index up 1.3%, and sectors such as "computing - power and electricity synergy" concept stocks leading the gains [28] - Hong Kong stocks also rose, with the Hang Seng Index up 1.09%, and sectors like nuclear power and semiconductors rising [28] - As of the end of February, China's public - fund total scale exceeded 38 trillion yuan [30] - QFII's positions in A - shares focused on sectors such as medicine and machinery [30] - Social security funds held stocks in 69 listed companies, with a total market value of over 27.4 billion yuan [30] - Overseas institutions were actively researching Chinese listed companies, mainly in electronics, power equipment, and machinery industries [31] - DRAM manufacturer Nanya Technology announced a NT$78.718 billion private placement [31] Industry - China plans to establish a long - term care insurance system in about three years, with a unified premium rate of about 0.3% [32][33] - The National Supercomputing Internet launched a Tokens giveaway activity [33] - As of the end of February, China's power generation installed capacity increased significantly [33] - 133 games obtained game licenses in March [33] - The Shenzhen second - hand housing market became active in March [34] - The world's first invasive brain - computer interface medical device entered clinical application [34] - A Chinese research team improved the photoelectric conversion efficiency of a new solar cell material [34] - The number of failed bank wealth - management product issuances increased significantly this year [35] Overseas - The U.S. and Israel blamed each other for the ineffective military action against Iran [36] - Iran prepared for a possible U.S. ground operation [36] - Israel planned to destroy Iranian military - industrial facilities in 48 hours [36] - Wall Street institutions raised the probability of a U.S. economic recession [36] - U.S. import and export prices rose in February [37] - A Fed official called for interest - rate cuts and raised the inflation forecast [38] - The European Central Bank may take action if inflation spreads [39] - An ECB official said it was too early to discuss interest - rate hikes [40] International Stock Markets - U.S. stocks rose, with the Dow up 0.66%, the S&P 500 up 0.54%, and the Nasdaq up 0.77% [41] - European stocks also rose, with the German DAX up 1.41%, the French CAC40 up 1.33%, and the UK FTSE 100 up 1.42% [41] - Asia - Pacific stocks rose, with the Nikkei 225 up 2.87%, the South Korean KOSPI up 1.59%, etc. [41] - Meta launched a stock - option incentive plan [42] - Pinduoduo released its 2025 Q4 financial report [42] - SK Hynix plans to list ADRs in the U.S. [44] Commodities - Precious metal prices rose due to geopolitical risks and inflation concerns [45] - Oil prices fell due to a cease - fire plan and increased U.S. crude - oil inventory [45] - Most base metals rose, with LME nickel, copper, etc. increasing in price [45] - Russia will ban the export of gold bars over 100 grams from May 1 [46] - Saudi Arabia increased crude - oil shipments from Yanbu Port [46] - Indonesia plans to impose export tariffs on coal and nickel [47] Bonds - China's inter - bank bond market was stable, with the central bank conducting net capital injection [48] - Most U.S. Treasury yields declined [48] Foreign Exchange - The on - shore RMB depreciated against the U.S. dollar, while the U.S. dollar index rose [49] Upcoming Economic Data and Events Economic Data - Various economic data such as Japan's foreign - asset purchases, Germany's consumer confidence index, etc., will be released at different times [52] Events - There are multiple events including central - bank interest - rate decisions, press conferences, and international meetings [54] - The Indian stock market will be closed for the Ram Navami festival [56]