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今日观点集锦-20251009
Xin Shi Ji Qi Huo· 2025-10-09 03:09
Report Industry Investment Rating No relevant content Core View of the Report - The stock - bond market is optimistic about the upward trend. Maintain the current position for stock index long positions, and hold treasury bond long positions lightly as the treasury bond trend weakens due to market interest rate fluctuations [3] - The steel market runs steadily during the long - holiday. There may be a short - term price boost after the holiday, but demand improvement is limited [4] - The market expects a 90% chance of a Fed rate cut in October. Gold is expected to oscillate strongly due to risk - aversion sentiment [5] - The log spot market is strong. With expected weekly increase in arrivals and rising daily shipments, logs are expected to oscillate within a range [6] - Rubber prices are restricted by increased supply expectations and weakened cost support. Natural rubber will continue to oscillate weakly [7] - With large imports and high inventory of soybeans in October, the market for soybeans and soybean meal is expected to oscillate bearishly [8] - Oil prices are supported by supply risks. PX and PTA follow crude oil fluctuations, and MEG will oscillate weakly in the short term [8] - The supply of live pigs is sufficient, and prices are expected to oscillate weakly in the short term with some fundamental support [9] Summary by Related Catalogs No relevant content