制造业收缩
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光大期货:12月16日有色金属日报
Xin Lang Cai Jing· 2025-12-16 01:31
热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 铜: 隔夜内外铜价冲高回落,国内精炼铜现货进口维系亏损。宏观方面,纽约联邦储备银行数据显示,其一 般商业状况指数大幅下降约23点至-3.9,意味着制造业处于收缩状态,不过对未来六个月的整体前景却 明显改善,前景指数上升16.6点,升至今年年初以来的最高水平,反映出对订单和出货的乐观情绪增 强。国内来看,昨日公布的11月经济数据显示,出口保持韧性,但内需明显偏弱,消费环比快速下跌, 固定资产和房地产投资承压,凸显政策发力必要性。库存方面,LME铜库存下降25吨至165875吨; COMEX铜仓单增加1995吨至410792吨;SHFE铜仓单增加9663吨至42226吨;BC铜增加301吨至5965 吨。日央行会议召开在即,宏观存在一定扰动,海外金融市场波动或抑制风险情绪,短线谨慎为上。 镍&不锈钢: 隔夜LME镍跌2.22%报14295美元/吨,沪镍跌2.15%报112530元/吨。库存方面,LME库存增加360吨至 253392吨,SHFE 仓单增加2622吨至37872吨。升贴水来看,LME0-3月升贴水维持负数;进口镍升贴水 维持400元/ ...
特朗普,求助上诉法院!
证券时报· 2025-06-03 00:14
Market Performance - US stock market opened lower but rebounded, with the Dow Jones up 0.08%, marking the third consecutive day of gains, while the Nasdaq rose 0.67% and the S&P 500 increased by 0.41% [2] - Major tech stocks mostly rose, with Micron Technology up nearly 4%, AMD and Meta up over 3%, and Nvidia up over 1%. However, Tesla and Google A fell over 1% [3] Economic Indicators - The US import index has dropped to its lowest level in 16 years, reflecting a contraction in manufacturing activity for the third consecutive month [4][6] - The ISM manufacturing purchasing managers' index decreased by 0.2 points to 48.5, indicating that the manufacturing sector is in contraction [7] - The ISM import index saw a significant decline of 7.2 points to 39.9, marking one of the largest monthly drops in history [8] Trade Policy Developments - The Trump administration is seeking to appeal a court ruling that deemed its tariff policies "illegal," following a preliminary injunction from a federal court in Washington D.C. [10] Oil Market - Oil prices increased as OPEC+ production increases were lower than expected, with WTI crude rising 2.85% to nearly $63 per barrel. Concerns over geopolitical tensions in Ukraine and Iran also contributed to the price rise [12]