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美军最新动作,特朗普:近期达不成协议就准备动武!金价油价齐涨
Mei Ri Jing Ji Xin Wen· 2026-02-12 00:18
Group 1 - Iranian President Pezeshkian stated that Iran does not seek nuclear weapons and is open to any form of verification, but distrust from the US and Europe hampers dialogue [2][21] - Pezeshkian emphasized that regional issues should be resolved by the countries living in the area, not by external forces [6][24] - The Iranian government is making efforts to solve existing problems and is committed to regional peace and stability through dialogue with neighboring countries [6][25] Group 2 - US President Trump indicated that if an agreement is not reached soon, he is prepared to take military action against Iran, similar to actions taken in June of the previous year [7][26] - The US and Iran resumed negotiations in Oman, marking the first dialogue since the conflict in June, with Trump noting a softer approach from Iran [8][27] - Trump plans to discuss Iran issues with Israeli Prime Minister Netanyahu and expects a second round of negotiations with Iran to occur next week [11][30] Group 3 - Recent satellite images show that US military bases in the Middle East have increased their deployment of military equipment, including Patriot missiles [12][31] - International gold prices rose, with spot gold reaching $5,100 per ounce, while Brent crude oil futures approached $70, reflecting a 1.39% increase [15][34]
特朗普会以总理,称同伊朗达成协议将是“首选”
Xin Lang Cai Jing· 2026-02-11 20:52
会晤持续约三小时。特朗普在社媒上一面称会晤"非常好",一面说,除了他"坚持"与伊朗继续谈判以期 达成协议外,美以双方没有达成任何实质性成果。 来源:新华社 特朗普写道,他告诉内塔尼亚胡,如果能同伊朗达成协议,"这将是我们的首选";如果无法达成协 议,"我们只能静观其变"。他同时警告伊朗称,上次伊朗认为不达成协议更有利,结果是美国发起"午 夜之锤"军事行动、轰炸伊朗核设施。 美国总统特朗普11日在白宫与到访的以色列总理内塔尼亚胡举行闭门会晤,随后在社交媒体发文说,同 伊朗达成协议将是美方"首选"。 美国和伊朗6日在阿曼举行核问题间接谈判。尽管双方事后均释放出继续谈判的信号,但战争警报并未 解除。特朗普10日接受美国媒体采访时称,他正在考虑派遣第二个航空母舰打击群前往中东,以准备在 与伊朗谈判失败时采取军事行动。 特朗普表示,他和内塔尼亚胡还讨论了加沙问题以及中东地区整体局势。 这是特朗普去年1月重返白宫以来,内塔尼亚胡第六次访问美国。以色列总理府10日说,此访计划讨论 一系列议题,其中最重要的是美国与伊朗的谈判。内塔尼亚胡启程前对媒体表示,他将向特朗普阐述以 方对美伊谈判原则的看法。 ...
美军最新动作,特朗普:近期达不成协议就准备动武!伊朗总统称“不寻求核武,愿接受任何形式核查”,并向民众道歉!金价油价齐涨
Mei Ri Jing Ji Xin Wen· 2026-02-11 13:08
每经编辑|段炼 据央视新闻报道,当地时间11日,伊朗总统佩泽希齐扬在伊斯兰革命胜利纪念日游行活动上发表讲话时表示,伊朗不寻求核武器,这一点已多次公开声 明,并愿意接受任何形式的核查。然而,美国和欧洲的严重不信任导致相关对话难以取得成果。他表示,伊朗不会在对方的过度要求面前低头,也不会在 不公正与侵犯面前退让。但与此同时,伊朗正以全部努力通过对话推动地区和平与稳定,并与邻国保持沟通。 佩泽希齐扬表示,地区问题应由生活在这片土地上的国家自行解决,而不是由远道而来的外部势力插手干预。 佩泽希齐扬称,敌对势力利用媒体工具,试图扰乱年轻人对国家真正奉献者的认知,而伊朗伊斯兰革命卫队下属"圣城旅"指挥官卡西姆·苏莱曼尼、伊朗 武装部队总参谋长穆罕默德·巴盖里等高级指挥官的牺牲,正是对其正当性最有力的证明。 佩泽希齐扬表示,作为政府负责人,他对当前存在的不足和问题向人民表示歉意,并强调政府正在全力以赴解决相关困难。佩泽希齐扬表示,相信在民族 团结与国家坚定意志的支撑下,并在最高领袖的指导下,伊朗能够克服当前面临的挑战。 佩泽希齐扬表示,伊朗在发展与生产方面需要市场。这些市场首先是周边的伊斯兰国家和邻国,其次是正在巩固和加强 ...
尾盘,突然拉升!伊朗,突发威胁!
Xin Lang Cai Jing· 2026-02-04 09:13
Group 1: Core Insights - The situation in the Middle East remains volatile, with Iran's military actions against U.S. vessels indicating heightened tensions despite ongoing negotiations [1][4][5] - Iran's military has conducted aggressive actions, including attempts to board a U.S. flagged commercial ship and the downing of an Iranian drone near the USS Lincoln, suggesting internal divisions regarding negotiations [4][5][6] - The market has reacted to these developments, with significant increases in commodity prices, including silver rising over 4% and oil prices also experiencing upward movement [1][6] Group 2: Negotiation Developments - The U.S. government has agreed to hold negotiations with Iran in Oman, responding to Iran's request to change the location from Turkey [2] - Iranian officials have indicated a willingness to lower uranium enrichment levels but refuse to transfer enriched uranium abroad, emphasizing the peaceful nature of their nuclear program [2] - The U.S. remains committed to diplomatic solutions while retaining military options, indicating a complex balance between negotiation and potential conflict [3][6]
美伊伊斯坦布尔关键会谈进入“最后窗口”,原油与黄金市场屏息以待
智通财经网· 2026-02-03 13:43
智通财经APP获悉,美国与伊朗高层官员预计将于2026年2月6日在土耳其伊斯坦布尔举行关键性会谈。 此次会晤由土耳其担任主要协调方,旨在重启陷入僵局的核协议谈判并缓解日益升级的中东局势。此次 会谈被全球金融市场视为避免地区性冲突的"最后窗口",其成败将直接影响全球原油供应安全及黄金等 避险资产的波动走势。 据直接知情人士透露,伊斯坦布尔峰会将由美国特使史蒂夫·维特科夫、总统唐纳德·特朗普的女婿贾里 德·库什纳,伊方则由外交部长阿巴斯·阿拉格齐出席。这些人士表示,土耳其外长哈坎·菲丹预计部分地 区大国也将加入,因事涉敏感而要求不具名。 上月伊朗当局对大规模抗议活动实施致命镇压以来,特朗普一直威胁要打击伊朗。伊朗最高领袖阿里· 哈梅内伊周日警告称,若其国家遭袭,将引发"地区战争"。 从资本市场角度看,美伊关系的缓和迹象对近期大幅波动的国际能源市场起到了一定的安抚作用。市场 分析人士认为,伊斯坦布尔会谈的举行初步释放了德黑兰与华盛顿愿意通过对话管控危机的信号。 然而,双方在铀浓缩限额、导弹开发及制裁解除等核心议题上仍存巨大分歧,谈判的前景仍充满变数。 投资者目前正密切关注2月6日会谈是否能产出实质性的框架备忘录,这 ...
突发!以色列,发动空袭!美国、伊朗,大消息!哈梅内伊,公开现身
券商中国· 2026-02-01 05:09
当地时间1月31日,以色列对加沙地带多地发动空袭,造成至少32人死亡。同日,卡塔尔外交部发表声明,强 烈谴责以色列在加沙地带一再违反停火协议。 伊朗局势方面,美国总统特朗普当地时间1月31日称,正与伊朗进行对话,看看能否达成一些协议,否则就拭 目以待。 周末,中东地区传来新消息! 伊朗外长阿拉格齐1月31日批评美国在伊朗水域附近的军事行动,称美军中央司令部试图干涉伊朗武装部队在 霍尔木兹海峡的演习方式。 此外,据伊朗媒体报道,当地时间1月31日,伊朗最高领袖哈梅内伊公开现身,出席了在首都德黑兰霍梅尼陵 举行的伊朗伊斯兰革命胜利47周年庆祝活动。据参考消息此前报道,美国和伊朗之间的紧张关系处于顶峰。伊 朗政权准备应对袭击。据欧洲新闻电视台报道,伊朗最高领袖哈梅内伊已进入德黑兰一处加固地堡。据说该地 堡和隧道系统相连,能抵御空袭。 来看详细报道! 以色列空袭加沙 据新华社报道,加沙地带民防部门1月31日发表声明说,以色列自当天凌晨起对加沙多地的空袭已造成32人死 亡。巴勒斯坦伊斯兰抵抗运动(哈马斯)说,以方对其"违反停火协议"的指控是"无稽之谈"。 据加沙民防部门声明,搜救行动已结束,32人在以军行动中丧生,其中 ...
“最后期限”前 美国伊朗如何出牌
Xin Lang Cai Jing· 2026-01-31 18:30
转自:成都日报锦观 特朗普下达最后通牒 伊朗将进行实弹演习 "最后期限"前 美国伊朗如何出牌 美国海军"林肯"号航母航行在阿拉伯海(资料照片)。 新华社/法新 美国三大核心诉求 ●迫使伊朗终止核计划,销毁对以色列和美国在中东地区基地和利益构成威胁的远程导弹。 ●寻求政权更迭,扩大美国在中东地区的影响力。 ●通过投资和控制伊朗石油资源获取利益,进而操控全球石油市场。 美国不断加强在伊朗周边的军事部署。美国近期在中东部署了包括"亚伯拉罕·林肯"号航母在内的至少10艘军舰,还在美军驻扎的卡塔尔乌代 德空军基地部署了新的防空导弹系统。 伊朗有哪些"牌" ●伊朗军事还击能力不容小觑。 ●冲突外溢或导致地区危机,引发地区国家担忧,也将让美国卷入、陷入长期麻烦。 ●美方攻击伊朗可能导致全球石油出口通道部分中断,油价将急剧上涨,危害世界经济并反噬美国。 美国总统特朗普1月30日称,伊朗希望同美国达成协议,他已向伊朗方面告知达成协议的"最后期限"。同日,伊朗总统佩泽希齐扬与地区国家 领导人通电话时表示,伊朗绝不欢迎战争,但会坚决回击侵犯。面对美国大军压境,伊朗计划2月1日和2日在霍尔木兹海峡开展实弹演习。 伊朗局势牵动地区和世 ...
日度策略参考-20260130
Guo Mao Qi Huo· 2026-01-30 04:23
1. Report Industry Investment Ratings - **Bullish**: Copper, Aluminum, Palm Oil, Soybean Oil, Canola Oil [1] - **Bearish**: None - **Neutral**: Stock Index, Treasury Bonds, Alumina, Zinc, Non - ferrous Metals, Stainless Steel, Tin, Precious Metals, Platinum - Palladium, Industrial Silicon, Polysilicon, Lithium Carbonate, Rebar, Iron Ore, Other Metals, Soda Ash, Coking Coal, Coke, Cotton, Sugar, Corn, Soybean Meal, Pulp, Crude Oil, Bitumen, Shanghai Rubber, BR Rubber, PTA, Polyester Staple Fiber, Styrene, Methanol, PE, PP, PVC, SS, LPG, Container Shipping on European Routes [1] 2. Core Views of the Report - Before the holiday, the domestic macro - level may be relatively calm, and market performance will be highly related to regulatory trends. The stock index is expected to have limited short - term shock adjustment space and mainly show a shock - strong trend [1]. - Asset shortage and weak economy are beneficial to bond futures, but the central bank has recently warned of interest - rate risks, and attention should be paid to the Bank of Japan's interest - rate decision [1]. - Although the industrial drive is limited, the market risk preference has increased, and the prices of copper and aluminum are rising. The supply of domestic alumina is strong while demand is weak, and the price is expected to fluctuate [1]. - The cost center of zinc fundamentals is stabilizing, and there is room for a supplementary increase in zinc prices. The supply of Indonesian nickel ore is tightening, and short - term nickel prices are running at a high level [1]. - The supply of stainless - steel raw materials is unstable, and the futures are oscillating at a high level. The supply of tin ore in Myanmar has limited incremental supply in the first quarter, and there is upward potential for tin prices [1]. - Due to the tense geopolitical situation in Iran, the prices of precious metals have risen strongly, but short - term fluctuations are severe. The prices of platinum and palladium fluctuate greatly, and it is recommended to allocate platinum at low prices [1]. - The production of industrial silicon in the northwest is increasing while that in the southwest is decreasing. The production of polysilicon and organic silicon in December has decreased [1]. - The new - energy vehicle market is in the off - season, but the energy - storage demand is strong. The price of lithium carbonate has risen significantly [1]. - The expected increase in rebar and iron - ore prices is not strong, and it is recommended to take a wait - and - see approach. The supply and demand of other metals are in a situation of weak reality and strong expectation [1]. - The supply of soda ash is more relaxed in the medium term, and the price is under pressure. The market is pessimistic about the coking - coal 05 contract, and the previous low - buying strategy may need to be changed [1]. - The purchase rhythm of major consumer countries has started, and the price of palm oil is expected to be shock - strong. The fundamentals of domestic soybean oil are strong, and the price is bullish [1]. - The import of Canadian rapeseed is restricted, and the supply contradiction is not significantly alleviated. The cotton market is currently supported but lacks driving force [1]. - The global sugar market is in surplus, and the domestic new - crop supply is increasing. The upward momentum of corn prices before the holiday is insufficient [1]. - The Brazilian soybean supply is sufficient, and it is recommended to be cautious when chasing up the soybean - meal price. The paper - pulp price has fallen, and it is recommended to wait and see [1]. - The price of logs is expected to have limited further decline space and will fluctuate within a certain range. The pig - production capacity needs to be further released [1]. - Due to OPEC+ suspending production increase, tense Middle - East geopolitics, and the US cold wave, the price of crude oil is affected [1]. - Bitumen follows the trend of crude oil, and its profit is relatively high. Shanghai rubber is driven by cost and market sentiment to rise [1]. - The fundamentals of BR rubber are mixed, with short - term wide - range fluctuations and medium - long - term upward expectations. The PTA and polyester staple - fiber markets are affected by the strong PX market [1]. - The price of styrene has rebounded, and the inventory pressure has decreased. The methanol market is affected by the Iranian situation and downstream feedback [1]. - The supply of PE and PP is under pressure, and the PVC market has both positive and negative factors. The SS market fundamentals are weak [1]. - The LPG market is affected by multiple factors, and the price is expected to weaken. The freight rate of container shipping on European routes has peaked and fallen before the holiday [1] 3. Summary by Variety Stock Index - Before the holiday, the domestic macro - level may be relatively calm, and market performance will be highly related to regulatory trends. The short - term shock adjustment space is limited, and it will mainly show a shock - strong trend [1] Treasury Bonds - Asset shortage and weak economy are beneficial to bond futures, but the central bank has recently warned of interest - rate risks. Attention should be paid to the Bank of Japan's interest - rate decision [1] Copper - Although the industrial drive is limited, the market risk preference has increased, and copper prices have risen further [1] Aluminum - Recently, the industrial drive is limited, but the decline of the US dollar index supports the price. Coupled with the tense situation in the Middle East, which causes concerns about the supply side, aluminum prices are running strongly [1] Alumina - The supply of domestic alumina is strong while demand is weak, and the industrial situation is weak. The price is under pressure, but it is currently near the cost line and is expected to fluctuate [1] Zinc - The cost center of zinc fundamentals is stabilizing. Recently, the North American cold wave has increased energy prices, which is unfavorable for the resumption of overseas smelters. There is room for a supplementary increase in zinc prices [1] Non - ferrous Metals - The market risk preference has recovered, which boosts non - ferrous metals. The supply of Indonesian nickel ore is tightening, and short - term nickel prices are running at a high level, still affected by the resonance of the non - ferrous metals sector. In the medium - long term, the high global nickel inventory may still have a suppressing effect [1] Stainless Steel - The supply of raw - material nickel - iron prices has been rising continuously, the spot trading of stainless steel is weak, the speed of social - inventory reduction has slowed down, and the steel mills' production schedule in January has increased. The supply - side disturbances are repeated, and the stainless - steel futures are oscillating at a high level [1] Tin - In the short term, the market sentiment is changeable. Although the approval of explosives in Myanmar is a negative news, the incremental supply of tin ore in Myanmar in the first quarter is still limited. Under the situation of fragile supply and rigid demand, there is upward potential for tin prices [1] Precious Metals - Due to the tense geopolitical situation in Iran, the demand for hedging and the wave of de - dollarization have accelerated, and the prices of precious metals have risen strongly again. However, as the market sentiment has fermented to the extreme, the prices of gold and silver have plunged at a high level, with severe short - term fluctuations. It is recommended to participate with a light position [1] Platinum - Palladium - The macro - drive has weakened, and the liquidity is relatively insufficient, resulting in large price fluctuations of platinum and palladium. In the medium - long term, the supply - demand prospects of platinum and palladium are different. There is still a supply - demand gap for platinum, while palladium tends to have a loose supply. It is recommended to allocate platinum at low prices or focus on the [long platinum, short palladium] arbitrage strategy [1] Industrial Silicon - The production in the northwest is increasing while that in the southwest is decreasing. The production schedules of polysilicon and organic silicon in December have decreased [1] Polysilicon - The new - energy vehicle market is in the off - season, the energy - storage demand is strong, there is a rush for battery exports, and the price has risen significantly [1] Lithium Carbonate - The expected increase is strong, but the spot market is weak, and the sentiment has not been smoothly transmitted to the spot market. The upward momentum is insufficient [1] Rebar - The expected increase is strong, but the spot market is light, and the sentiment transmission to the spot is not smooth. The upward momentum is insufficient. It is recommended to close the long - single position and participate in the cash - and - carry arbitrage [1] Iron Ore - There is sector rotation, but the upward pressure on iron - ore prices is obvious. It is not recommended to chase up at this position [1] Other Metals - There is a situation of weak reality and strong expectation. The current supply and demand continue to be weak, but energy - consumption dual control and anti - involution may have an impact on the supply [1] Soda Ash - It mainly follows the trend of glass. The medium - term supply and demand are more relaxed, and the price is under pressure [1] Coking Coal - The market is pessimistic about the coking - coal 05 contract. After the first - round price increase of coke was shelved on Monday, funds began to anticipate the downstream's active de - stocking after the holiday. The short - position increased, and the price of coking - coal 05 broke through the previous important multi - empty boundary and support levels. The previous low - buying strategy may need to be changed [1] Coke - The logic is the same as that of coking coal [1] Palm Oil - The purchase rhythm of major consumer countries has started, and the production area is expected to reduce production and inventory. Coupled with the possible fermentation of the biodiesel theme, it is expected to be shock - strong [1] Soybean Oil - The fundamentals of domestic soybean oil are strong, and coupled with the rebound of US soybeans and positive news about US biodiesel, it is bullish [1] Canola Oil - Due to the influence of the US, the relationship between China and Canada is still uncertain, the continuous import of Canadian rapeseed is blocked, and the short - term supply contradiction is not significantly alleviated. Positive news about US biodiesel is beneficial to the oil market [1] Cotton - The domestic new - crop harvest is expected to be good, and the purchase price of seed cotton supports the cost of lint. The downstream operation rate is low, but the yarn - mill inventory is not high, and there is a rigid demand for replenishment. Considering the growth of spinning capacity, the demand for cotton in the new - crop market year is relatively resilient. Currently, the cotton market is in a situation of "supported but lack of driving force" [1] Sugar - Globally, there is a sugar surplus, and the domestic new - crop supply has increased. The short - term fundamentals lack continuous driving force. Attention should be paid to the change in the capital side [1] Corn - Before the holiday, the stocking is almost over, the regional price difference is at a low level, and the domestic grain - reserve inventory is sufficient. The funds have taken profit, and the upward momentum of the futures price is insufficient. It is expected to fluctuate and回调 before the holiday [1] Soybean Meal - In February, there is an expectation of rainfall return in the Argentine production area, and the total supply of Brazilian soybeans is sufficient. The expected logistics congestion has postponed the selling pressure of Brazilian premiums. Unilaterally, there are no conditions for a significant trend - like increase. Currently, the domestic soybean - purchasing and crushing profit is at a high level, and from the perspective of crushing profit, the valuation of the soybean - meal futures is relatively high. It is recommended to be cautious when chasing up [1] Pulp - Today, the pulp price has fallen due to the decline of the commodity macro - market, but it has not broken through the oscillation range. The short - term commodity sentiment fluctuates greatly, and it is recommended to wait and see [1] Logs - The spot price of logs has shown a certain sign of bottom - rebounding recently, and the futures price is expected to have limited further decline space. However, the January overseas offer has still slightly decreased, and the spot and futures markets of logs lack upward - driving factors. It is expected to fluctuate in the range of 760 - 790 yuan/m³ [1] Pigs - Recently, the spot price has gradually stabilized. Supported by demand and with the slaughter weight not fully cleared, the production capacity still needs to be further released [1] Crude Oil - OPEC+ has suspended production increase until the end of 2026, the geopolitical situation in the Middle East has heated up, and the cold wave in the US has increased energy demand [1] Bitumen - In the short term, the supply - demand contradiction is not prominent, and it follows the trend of crude oil. The probability of the 14th - Five - Year Plan rush - work demand being falsified is high, and the supply of Ma Rui crude oil is sufficient. The profit of bitumen is relatively high [1] Shanghai Rubber - The raw - material cost has strong support, the sharp rise of synthetic rubber has driven the sector to strengthen, and the overall atmosphere of the commodity market is bullish [1] BR Rubber - The cost - end butadiene still has strong bottom support, and the overseas cracking - device capacity has been cleared, which is beneficial to the long - term domestic butadiene export expectation. Recently, the profit of private cis - butadiene rubber plants has been severely lost, and the expectation of maintenance and production reduction has increased, and the short - term downstream negative feedback has been gradually realized. Fundamentally, butadiene is in the process of inventory reduction, and the high inventory of cis - butadiene rubber is still a potential negative factor. Attention should be paid to the pre - Spring - Festival inventory reduction of cis - butadiene rubber and the performance of butadiene inventory. The short - term futures price is expected to have a wide - range oscillation and a callback, and there is an upward expectation for BR in the medium - long term [1] PTA - The PX market has strongly led the rise of chemical products, and a large amount of funds have flowed into the chemical sector. Driven by the "cycle reversal" narrative, the market has significantly increased the allocation of chemical products. Polyester has led the rise of the entire chemical sector. The domestic PTA production has continued to increase, there is no new PTA production capacity in China, the domestic PTA has maintained a high - operation rate, the domestic demand has declined, and the production reduction of polyester factories has had a limited negative feedback on PTA [1] Polyester Staple Fiber - The PX market has strongly led the rise of chemical products, and a large amount of funds have flowed into the chemical sector. Driven by the "cycle reversal" narrative, the market has significantly increased the allocation of chemical products. Polyester has led the rise of the entire chemical sector. The domestic PTA production has continued to increase, there is no new PTA production capacity in China, the domestic PTA has maintained a high - operation rate, the domestic demand has declined, and the price of polyester staple fiber continues to closely follow the cost fluctuations [1] Styrene - There is news that the styrene plant in the Middle East has shut down. As the supply - demand fundamentals of styrene have improved marginally, the styrene futures price has rebounded rapidly. The Asian styrene market has stabilized, supported by the increase in domestic export opportunities and the rise of domestic prices. The styrene - benzene price difference has widened, and the economy has been slightly repaired. The styrene inventory has decreased, and the overall inventory pressure has been reduced [1] Methanol - Methanol is generally affected by the situation in Iran, and it is expected that the future import will decrease, but the downstream negative feedback is obvious, with both long and short factors intertwined. The downstream MTO leading plant has shut down, and some enterprises have reduced production, but Fude will restart on January 25th. The situation in Iran has eased, but the risk cannot be completely ruled out. Affected by the cold air, the freight in the inland area has increased, and the northwest enterprises have a large pressure to reduce inventory and sell at a reduced price [1] PE - The overseas ethylene glycol price has rebounded after a long - term slump. The reduction of ethylene glycol exports in the Middle East has boosted market confidence. A 1.8 - million - ton ethylene glycol plant in Jiangsu plans to switch the production of a 900,000 - ton EG production line in mid - February due to profit reasons. Driven by this news, the speculative demand in the market has significantly increased [1] PP - There are few maintenance operations, the operation load is relatively high, and the supply pressure is relatively large. The downstream improvement is less than expected. The price has returned to a reasonable range. The geopolitical conflict has intensified, and there is a risk of crude - oil price increase [1] PVC - In 2026, the global new production capacity is relatively small, and the future expectation is relatively optimistic. The fundamentals are poor. The export tax rebate has been cancelled, and there may be a phenomenon of rushing for exports later. The differential electricity price in the northwest region is expected to be implemented, which will force the elimination of PVC production capacity [1] SS - The macro - sentiment has temporarily subsided, and the futures price is expected to react to the fundamentals again. The fundamentals are weak, and the absolute price is at a low level. The factory is facing continuous inventory accumulation, and the spot price may still be reduced [1] LPG - The March CP is expected to decline compared with February, and the futures sentiment will switch between fundamentals and sentiment. The geopolitical conflict in the Middle East has cooled down, and the short - term risk premium has declined. The driving logic of the overseas cold wave is gradually weakening, the futures price is expected to weaken, and the basis is expected to gradually widen. The domestic PDH operation rate has declined, the profit is expected to be seasonally repaired, the global civil - combustion rigid demand is stable, the demand for MTBE
欧盟外长:中东不需要一场新的战争
Xin Hua She· 2026-01-30 01:11
欧盟外交与安全政策高级代表卡拉斯29日表示,中东地区不需要一场新的战争。 卡拉斯29日在社交媒体上发文说,欧盟成员国的外交部长当天作出"决定性举措",决定将伊朗伊斯兰革 命卫队列入"恐怖组织"名单。 (文章来源:新华社) 卡拉斯当天在欧盟外长会后的发布会上说,将伊朗伊斯兰革命卫队列为"恐怖组织"意味着,任何与其存 在接触或相关活动的行为,都可能被欧盟成员国依法认定为犯罪,从而进一步加大对伊朗的压力。但在 军事打击问题上,卡拉斯说:"我认为该地区不需要一场新的战争。" ...
纸白银走势震荡上涨 中东局势发出“恶化”信号
Jin Tou Wang· 2026-01-28 03:27
近期,美国被曝向以色列通报针对伊朗可能采取军事行动的准备进展,据消息人士透露,美方相关工作 预计将在两周内完成,并可能在数月内出现行动的"机会窗口"。尽管官方尚未证实,但这一消息已足够 引发市场恐慌,投资者担忧中东局势进一步恶化。 今日周三(1月28日)亚盘时段,纸白银目前交投于25.193一线上方,今日开盘于24.186元/克,截至发稿, 纸白银暂报25.346元/克,上涨4.92%,最高触及25.555元/克,最低下探23.630元/克,目前来看,纸白银 盘内短线偏向震荡走势。 【要闻速递】 美国总统特朗普周二还表示,希望伊朗达成协议,一支舰队目前正驶向伊朗,目前正拭目以待。 【最新纸白银行情解析】 日图来看,纸白银开盘走跌后反弹,持续走涨,目前价格涨超5%,一小时布林带向上开口,显现处于 多头趋势之中,一小时MACD正直方图中柱型开始拉长,显示上涨动能增强,同时DMI显示处于上涨趋 势之中,纸白银走势下方关注22.50-23.50支撑,上方关注26.00-27.00阻力。 沙特阿拉伯的态度也值得注意,该国王储在与伊朗总统通话中明确重申,绝不允许其领空或领土被用于 针对伊朗的任何军事行动,并强调通过对话解 ...