Group 1 - The core viewpoint of the article emphasizes a shift in macro policy focus towards boosting consumption as a key strategy for expanding domestic demand and stabilizing growth [1] - The report indicates that the government's debt is supported by corresponding assets, which is significant for enhancing social welfare, improving income distribution, and promoting economic transformation and dynamic balance [1] - There has been a noticeable increase in fiscal support this year, with local governments accelerating the issuance of special bonds, totaling nearly 1 trillion yuan in the first quarter, effectively driving investment growth and boosting confidence [1]

投资咨询业务资格：证监许可【2011】1778 号 有色金属 姓名：何彬 宝城期货投资咨询部 从业资格证号：F03090813 投资咨询证号：Z0019840 电话：0571-87006873 邮箱：hebin@bcqhgs.com 作者声明 本人具有中国期货业协会授 予的期货从业资格证书，期货投 资咨询资格证书，本人承诺以勤 勉的职业态度，独立、客观地出 具本报告。本报告清晰准确地反 映了本人的研究观点。本人不会 因本报告中的具体推荐意见或观 点而直接或间接接收到任何形式 的报酬。 有色金属 | 日报 2025 年 5 月 9 日 有色日报 专业研究·创造价值 低库存给予铜铝支撑 核心观点 沪铜 沪铜主力期价昨日夜盘冲高，站上 7.8 万关口，今日早盘跳水， 日内震荡运行。美联储 5 月议息会议落地，整体偏鹰派，利空铜价。 短期铜价在 7.8 万一线仍有较强的技术压力。短期可持续关注 7.8 万 关口多空博弈，也可关注月间正套。消息面上，关注中美在瑞会 议，若中美贸易摩擦趋于缓和，将在宏观氛围和终端需求上利好铜 价。 （仅供参考，不构成任何投资建议） 专业研究·创造价值 1 / 6 请务必阅读文末免责条款 ...

期货热点追踪 马来西亚对肯尼亚棕榈油出口翻番！棕榈油未来价格迎来新的关键支撑？ 相关链接 ...

Core Viewpoint - The market has experienced a significant decline with over 4,000 stocks falling, raising questions about whether the upward trend has ended and how to respond [1] Market Analysis - The rapid rotation of market sectors suggests that underperforming stocks should be sold off, but there is no clear signal of a market peak yet [1] - Despite recent fluctuations, there has not been a significant outflow of large capital, indicating that a market peak is not confirmed without a substantial sell-off [1] - The market's recent decline has been accompanied by a noticeable decrease in trading volume, suggesting that the signs of capital outflow are not particularly strong [1] Technical Indicators - Key moving averages, including the 60-day, 120-day, and 5-day moving averages, have not been breached, providing support for the market [2] - The index has not fallen below critical levels, particularly around 3,300 points, indicating that the breakout remains valid [2] - An upward trend line established since April 9, around 3,318 points, has also not been broken, suggesting that there is still potential for upward movement [2]

瑞达期货研究院 「2025.05.09」 热轧卷板市场周报 成本支撑减弱，热卷期价弱势运行 添加客服 研究员：蔡跃辉 期货从业资格号F0251444 期货投资咨询从业证书号Z0013101 取 更 多 资 讯 业务咨询 关 注 我 们 获 目录 「周度要点小结1」 行情回顾 3 来源：瑞达期货研究院 1. 价格：截至5月9日收盘，热卷主力合约期价为3157（-47），杭州涟钢热卷现货价格为3240（-20）。（单位： 元/吨） 2. 产量：热卷产量继续上调。320.38（+1.08）。（单位：万吨） 3. 需求：终端需求受阻，表需回落。本期表需309.53（-23.19），（同比+0.89）。（单位：万吨） 4. 库存：厂库下滑，社库增加。总库存365.12（+10.85），（同比-56.37）。（单位：万吨） 5. 钢厂盈利率：钢厂盈利率58.87%，环比上周增加2.59个百分点，同比去年增加6.92个百分点。 「 周度要点小结2」 1、周度要点小结 2、期现市场 3、产业情况 行情展望 4 来源：瑞达期货研究院 1. 宏观方面：海外，（1）美联储宣布将联邦基金利率目标区间维持在4.25%至4.50%之间， ...

Core Viewpoint - The Indian central bank may sell US dollars to support the struggling Indonesian rupiah [1] Group 1 - The Indonesian rupiah is currently under pressure, prompting potential intervention from the Indian central bank [1] - Selling US dollars is seen as a strategy to stabilize the Indonesian currency amidst market fluctuations [1]

智通财经5月9日电，交易员称印度央行可能抛售美元以支撑面临压力的卢比。 ...

| CTEENER | | 1 | 投资咨询业务资格:证监许可【2012】 唐笛略参 | | --- | --- | --- | --- | | | | 发布日期:2025/05/ | | | 研究院:李泽矩 投资咨询号: Z0000116 | | | | | 从业资格号:F0251925 | | | | | 行业板块 | 品种 | 趋势研判 | 逻辑观点精粹及策略参考 | | | | | 节后开盘避免追高,关注中小盘弹性释放机会,多头品种上主要考虑中证 | | | 股指 | 震荡 | 1000 (IM) | | 宋刘金融 | 国债 | 震荡 | 资产荒和弱经济利好债期,但短期央行提示利率风险,压制上涨空间。 | | | 黄金 | 震荡 | 短期高位区间震荡,中长期上涨逻辑尚未改变。 | | | 日银 | | 关税不确定性仍高企,商品属性或想对限制银价上方空间。 | | | 年 | | 中美双方将开启会谈,短期市场情绪有所好转,但铜价已明显回升,价格 或震荡运行。策略方面关注沪铜正套机会。 | | | | 震荡 | 全球贸易摩擦虽仍有不确定性,叠加国内丰水李来临,国内去库速度或放 | | | | | 缓,铝价 ...

Group 1 - The core viewpoint indicates that the U.S. stock market showed slight gains, with the Nasdaq index rising by 1.07% and the Dow Jones by 0.62% [1] - The Nasdaq index is currently facing resistance at the 0.618 Fibonacci retracement level, which coincides with the 250-day moving average and previous high points [1] - A potential breakout above the 0.618 Fibonacci level could lead to a significant short-term rebound in the Nasdaq, possibly reaching previous high points [1] Group 2 - The analysis suggests that if the Nasdaq index falls below the 5-day moving average after a long-legged doji, it may indicate a need to consider support levels below [1] - The A-share market is described as entering a technical deadlock, forming a downward pressure line at the apex of a triangle [1] - The market is at a critical juncture, where a slight upward movement could lead to a breakout, while a downward adjustment would require careful observation of support levels [2]

钟建军烟台报道 烟台黄渤海新区叠加了国家级经济开发区、自由贸易试验区等多重国家级战略,跨境贸易、国际投资、 金融创新等新业态蓬勃发展,商事纠纷、涉外法律、知识产权等各项工作也面临着诸多新形势、新挑 战。在此背景下,自贸区人民法庭的成立恰逢其时,将为全区加快制度创新、推动产业升级、更好与国际 接轨注入全新发展动能,提供有力司法保障。 通讯员刘禹锡张鲁 "下步,自贸区人民法庭将深化'一站式诉求响应、一体化资源调配、专业化智库支撑、全链条风险防 控'工作体系,努力在自贸开放格局下打造一套联动多元、化解纠纷的'法治名片'。"烟台经济技术开发区 人民法院自贸区人民法庭相关负责人表示。 5月8日,烟台经济技术开发区人民法院自贸区人民法庭挂牌成立,标志着山东自贸试验区烟台片区涉外法 治建设迈入新阶段。 该自贸区人民法庭位于烟台黄渤海新区长江路300号D栋,入驻四个办案团队,设置知识产权、金融、仲裁 等五个调解室,同时对口邀请知识产权调解委员会、仲裁中心调解委员会等五个行专调解组织入驻,构建 起"多元调解+专业审判"联动解纷体系。 "法庭重点聚焦烟台自贸片区的商事、金融、涉外、知识产权案件,强化涉外争议高效化解、知识产权全 ...