| I C E H Ho | | 投资咨询业务资格:证监许可【 | | --- | --- | --- | | | | 日博策略参 | | | | 发布日期:2025/05 | | 行业板块 趋势研判 品种 | | 逻辑观点精粹及策略参考 | | | | 随着市场对关税冲击的波动与政策护盘动能趋于衰减,加上当前 | | 股指 震荡 | | 反弹已至区间上沿,在缺乏增量催化因素的背景下,短期或转入 | | | | 震荡整固阶段,策略上、短线多单考虑冲高止盈, 警惕调整风险 | | 宏观金融 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 | | 国债 | | 空间。 | | 賣金 農汤 | | 多空交织，短期金价或盘整震荡;但中长期上涨逻辑尚未改变。 | | 白银 震荡 | C B | 跟随黄金宽幅震荡, 但中期上方空间有限。 | | 看空 第四 | | 近期国内外宏观数据偏弱压制市场风险偏好,叠加铜下游需求有 | | | | 所转弱,铜价短期偏弱运行。 | | 農汤 | | 近期电解铝低库存对铝价仍有支撑,但随着铝价走高,上行空间 | | | | 受限,预计近期震荡运行。 | | 氢化 ...

Core Insights - The article discusses the rebound in soybean prices driven by technical factors, despite poor export data, indicating potential for further price increases due to upcoming weather speculation [1] Group 1: Price Movement - Soybean prices are experiencing a rebound, influenced by technical market factors [1] - The current price trend suggests that there is still room for price increases in the near future [1] Group 2: Export Data - Recent export data for soybeans has been disappointing, which typically would exert downward pressure on prices [1] - However, the negative impact of this data is being overshadowed by other market dynamics [1] Group 3: Weather Speculation - Anticipation of weather-related events is expected to drive market speculation, contributing to potential price increases [1] - The combination of technical factors and weather speculation creates a complex market environment for soybeans [1]

Core Insights - The planting progress of soybeans and corn in the United States is advancing at an unusual pace, which may impact future prices significantly [1] Group 1: Planting Progress - The current planting progress for soybeans and corn is ahead of schedule, indicating a potential increase in supply [1] - This accelerated planting could lead to downward pressure on prices if the trend continues [1] Group 2: Weather Impact - There is speculation regarding when weather-related trading opportunities may arise, which could further influence market dynamics [1]

美豆价格从低点反弹，玉米、小麦逼近两周高点，天气炒作会否接棒引爆农产品行情？ 相关链接 期货热点追踪 ...