美国财长贝森特：我们与许多国家的贸易谈判进展非常快。 ...

美国财长贝森特：与亚洲贸易伙伴的谈判进展非常顺利，美国已与日本盟友就贸易问题展开了重大谈 判。 ...

欧洲股市周一延续涨势，创下今年1月以来最长连涨纪录，主要受益于投资者对美国贸易政策可能软化的期望以及一系列高调并 购交易的推动。美股连涨四天后，三大股指期货周一集体下跌。与此同时，亚洲市场涨跌不一，日本东证指数抹去特朗普4月2日 公布关税以来的跌幅，投资者正等待贸易谈判进展的最新信号。 截止发稿，泛欧Stoxx 600指数上涨0.6%，这是该指数自1月以来连续第五个交易日上涨。汽车和旅游板块领涨，而保险类股表现 最为疲软。并购浪潮成为市场焦点，多家欧洲企业股价飙升。 | 名称 : | 代码 = | 最新价 | 卅雷 | 涨跌额 : | 涨跌幅 = | | --- | --- | --- | --- | --- | --- | | 法国CAC40 | FCHI | 7.588.90 | 7.564.26 | +52.64 | +0.70% | | 西班牙IBEX35 | ES35 | 13.443.47 | 13.398.00 | +89.97 | +0.67% | | 德国DAX30 4 | DE40 | 22.383.34 | 22.307.50 | +146.93 | +0.66% | | 欧洲斯托克50 ...

行业 豆粕 日期 2025 年 4 月 28 日 021-60635732 yulanlan@ccb.ccbfutures.com 期货从业资格号：F0301101 021-60635740 linzhenlei@ccb.ccbfutures.co m期货从业资格号：F3055047 021-60635727 wanghaifeng@ccb.ccbfutures.c om期货从业资格号：F0230741 021-60635572 hongchenliang@ccb.ccbfutures .com 期货从业资格号：F3076808 021-60635570 liuyouran@ccb.ccbfutures.com 期货从业资格号：F03094925 农产品研究团队 研究员：余兰兰 研究员：林贞磊 研究员：王海峰 研究员：洪辰亮 研究员：刘悠然 请阅读正文后的声明 ＃summary＃ 1 一、行情回顾与操作建议 每日报告 每日报告 | 表1：行情回顾 | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- ...

另一家消费巨头百事可乐也发出了警告。百事可乐的首席财务官Jamie Caulfield指出，与三个月前相比，公司对于消费者的需求已经没有那么乐 观。 01 海内外交困 来源|财联社 4月初，特朗普宣布对全球多个国家征收高额关税，动摇了全球企业和消费者的信心，并引发了对美国资产的迅速抛售。然而，随后特朗普一边暂缓 大部分国家关税，一边又威胁对半导体、医药和汽车行业征收更多关税。 美股公司在最近披露的财报中传达出一个共同的讯号：美国总统特朗普的关税政策已让全美不知所措。 政府官员指出，与多个国家正在进行的贸易谈判是特朗普政策取得成功的一个衡量标准，但许多公司表示，持续的反复谈判让他们不确定如何规划未 来几个季度的业务经营。 据统计，目前为止公布财报的全球上市公司中有近30家撤回或者下调了全年预测，其中以美国航空业最为明显，但其他行业也出现了类似的情况，折 射出商业信心的疲弱。 宝洁首席财务官Andre Schulten表示，公司必须动用所有可能的手段来减轻关税影响。该公司此前计划提高全线产品的价格，以抵消关税带来的额 外成本。 德国工程协会VDMA的北美贸易政策顾问Andrew Adair在本月初访问美国后还透露 ...

Report Overview - Report Date: April 25, 2025 [2] - Reported Industry: Soybean Meal [1] - Research Team: Agricultural Products Research Team [4] - Researchers: Yu Lanlan, Lin Zhenlei, Wang Haifeng, Hong Chenliang, Liu Youran [4] 1. Market Review and Trading Recommendations 1.1 Market Review | Contract | Previous Settlement Price | Opening Price | High Price | Low Price | Closing Price | Change | Change Rate | Trading Volume | Open Interest | Change in Open Interest | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | Soybean Meal 2505 | 2973 | 2991 | 3097 | 2974 | 3049 | 76 | 2.56% | 411,894 | 273,326 | -11,101 | | Soybean Meal 2507 | 2904 | 2898 | 2935 | 2893 | 2911 | 7 | 0.24% | 212,342 | 515,233 | 12,657 | | Soybean Meal 2509 | 3044 | 3042 | 3075 | 3034 | 3059 | 15 | 0.49% | 1,919,721 | 2,417,063 | -1,931 | [6] 1.2 Market Analysis - **CBOT Soybeans**: After a rebound in the week after the Tomb - Sweeping Festival, CBOT soybeans entered a narrow - range oscillation last week. International trade negotiations restricted the downward pressure on prices. Pakistan's potential increase in soybean purchases and the expected 83.5 million - acre new - season US soybean planting area (a significant year - on - year decrease) make it difficult for prices to fall [6]. - **Domestic Soybean Meal**: It is in a state of tight current supply but wide future expectations. March's imported soybean volume was only 3.5 million tons, and April's customs clearance was slow. The soybean meal inventory has dropped to a multi - year low, reflected in the rising prices. However, in the long run, with the large - scale arrival of Brazilian soybeans and continuous state - reserve auctions, the supply of soybean raw materials will be relatively loose after several months [6]. 1.3 Trading Recommendations - For futures, it is recommended to be long on the 09 and subsequent far - month contracts. Although there will be supply pressure in the second quarter, factors such as the increase in import costs after the Brazilian selling pressure eases, the opening of the US weather and tariff themes will be favorable for the long side [6]. 2. Industry News - A commodity research institution lowered its 2025/26 US soybean production forecast by 1% to 115 million tons, with an estimated range of 109 - 121 million tons. The expected planting area is 84 million acres, a 3.4% decrease from the previous year, 500,000 acres higher than the USDA's March 31 forecast. The latest analyst survey shows a planting area of 83.8 million acres (range: 82.5 - 85.5 million acres), and the USDA's next survey - based forecast will be released on June 30 [7][8] - According to industry analysts' surveys, for the week ending April 17, US soybean export sales are expected to increase by 2 - 8 million tons (2 - 6 million tons for the 2024/25 season and 0 - 2 million tons for the 2025/26 season), US soybean meal export sales are expected to increase by 1.5 - 4 million tons (1.5 - 3.5 million tons for the 2024/25 season and 0 - 0.5 million tons for the 2025/26 season), and US soybean oil export sales are expected to increase by 500 - 35,000 tons (500 - 25,000 tons for the 2024/25 season and 0 - 10,000 tons for the 2025/26 season) [8] 3. Data Overview - The data sources for various charts (including soybean meal ex - factory price, 05 contract basis, 1 - 5 spread, 5 - 9 spread, USD/CNY central parity rate, and USD/BRL exchange rate) are Wind and the Research and Development Department of CCB Futures [11][14][17]

橡胶期货走强，但市场仍忧心忡忡，贸易谈判与季节性供应的双重夹击，价格能否突破重围？ 相关链接 期货热点追踪 ...

此外，随着美国总统特朗普和财政部长贝森特先后在贸易谈判方面释放乐观信号，美元指数延续反弹 ，美债收益率涨跌不一，避险情绪回落和美元走高导致现货黄金暴跌逾100美元。 从技术上看，昨日金价向上测试周内第一阻力3392美元／盎司附近后受阻回落，至本周多空分水岭3293 美元／盎司附近展开争夺，最后重新回到分水岭上方，暂时缓解了下行的压力。但要注意到的是，虽然 金价连续两个交易日回调，但从空间上看还不是特别充分。日内走势来看，上行方面，金价上方阻力继 续关注3392美元／盎司附近，若金价有效突破该位置，阻力调整至3457美元／盎司附近。下行方面，本 周多空分水岭3293美元／盎司成为当前金价下方的第一支撑。若金价有效跌破该位置，支撑则调整至 3228美元／盎司。 新华财经北京4月24日电近两个交易日，随着特朗普"改口"推动风险资产情绪回暖，国际金价在获利了 结打压下自历史高点大幅回落。需要注意到的是，尽管金价近两日回调幅度较为明显，但从空间上看， 调整还不是特别充分。不过，阶段金价波动剧烈，短时操作难度较大。 基本面方面，美联储发布的经济状况褐皮书显示，自上次报告以来，经济活动几乎没有变化，但国际贸 易政策的不确定 ...

泰国商务部长：无需急于与美国进行贸易谈判。 ...

Group 1 - U.S. stock market showed signs of recovery with major indices rising, but concerns over trade negotiations and economic outlook remain [1] - The Dow Jones increased by 1.07%, S&P 500 rose by 1.67%, and Nasdaq gained 2.50% [1] - U.S. Treasury Secretary emphasized no immediate plans to lower tariffs on trade partners and maintained a strong dollar policy [1] Group 2 - International gold prices fell significantly, with June futures closing at $3294.1 per ounce, down 3.66% [2] - The decline in gold prices was attributed to reduced risk aversion and profit-taking by investors [2] Group 3 - U.S. tech and chip stocks rebounded, with Tesla's stock rising 5.37% following announcements of increased production of affordable models [3] - Intel announced a 20% workforce reduction, leading to a 5.54% increase in its stock price [3] - Apple and Meta faced fines from the EU for violations of the Digital Markets Act, with penalties of €500 million and €200 million respectively [3] Group 4 - European stock indices all closed higher, supported by positive earnings reports from major tech companies and expectations of interest rate cuts from the European Central Bank [4] - The UK stock market rose by 0.90%, France by 2.13%, and Germany by 3.14% [4] Group 5 - International oil prices declined due to reports of some major oil-producing countries pushing for increased production despite Saudi Arabia's calls for stability [5] - Light crude oil futures closed at $62.27 per barrel, down 2.20%, while Brent crude futures settled at $66.12 per barrel, down 1.96% [5]