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广发期货日评-20251024
Guang Fa Qi Huo· 2025-10-24 02:28
Report Industry Investment Ratings No information provided on industry investment ratings. Core Viewpoints of the Report - The upcoming Sino-US business talks in Malaysia and Trump's softened signals are expected to boost market risk appetite, but market trading volume has not increased, and short - term market will remain volatile at high levels [2]. - Various commodity futures have different trends and investment suggestions based on their respective supply - demand situations, policy expectations, and external factors. Summary by Related Catalogs Equity Index Futures - Market is expected to be volatile at high levels in the short term, not advisable to chase high. One can try to sell out - of - the - money put options at support levels or construct bull call spreads [2]. Treasury Bond Futures - The trend is volatile, waiting for new policy guidance. Unilateral strategies should be on the sidelines, and positive arbitrage strategies can be considered due to the rebound of IRR [2]. Precious Metals - Gold has stabilized above $4000 and may enter a consolidation phase. A strategy of selling out - of - the - money option straddles is recommended. Silver has stabilized near the support level of $47 [2]. Container Shipping Index Futures - The main contract is oscillating upwards, and it is recommended to buy on dips for the December contract [2]. Steel and Iron Ore - Steel prices are following coal prices. Unilateral strategies should be on the sidelines, and operations such as long coking coal and short hot - rolled coils can be considered [2]. Non - ferrous Metals - Copper prices are rising due to the improvement of risk appetite. Other non - ferrous metals have different trends and price ranges, with corresponding investment suggestions [2]. Energy and Chemicals - Crude oil prices are rebounding, but there is long - term supply pressure. Different chemical products have various supply - demand situations and investment strategies [2]. Agricultural Products - Different agricultural products have different trends, such as soybeans, hogs, and corn, with corresponding support or pressure levels and investment suggestions [2]. Special and New Energy Commodities - Glass and rubber have their own price trends and investment strategies. New energy commodities like polysilicon and lithium carbonate also have specific trends and reference price ranges [2].