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宁证期货今日早评-20250929
Ning Zheng Qi Huo· 2025-09-29 02:38
Group 1: Metals Gold - Trump's new tariffs and Fed rate cuts boost gold. Short - term, it's still bullish but may fluctuate during holidays [1] Silver - US economic data and Trump's tariffs increase Fed rate - cut uncertainty. Silver is short - term bullish with holiday risks [7] Iron Ore - Overseas shipments fall, arrival increases. Short - term price will fluctuate due to demand and capital factors [5] Rebar - Seasonal demand improves but inventory is high. Policy may support, so short - term price is under pressure [4] Copper (Not mentioned in the text) Aluminum (Not mentioned in the text) Group 2: Energy Crude Oil - Attacks on Russian oil facilities and potential sanctions support prices. Supply surplus remains. Suggest to wait and see [11] Natural Gas (Not mentioned in the text) Coal - Coke production drops slightly, but downstream procurement is active. Coal price will be stable before the holiday [5] Group 3: Chemicals Methanol - High domestic production, rising demand, and inventory decrease. Short - term, 01 contract may fluctuate weakly [2] Plastic - LLDPE price rises slightly, production drops, and inventory decreases. Demand improves. Short - term price will fluctuate [10] PVC (Not mentioned in the text) PTA (Not mentioned in the text) MEG (Not mentioned in the text) Styrene (Not mentioned in the text) Rubber - Supply may increase, downstream replenishment is mostly done. Short - term, price will fluctuate weakly [12] Asphalt - Supply increases, demand is affected by rain. Price will maintain a range - bound movement [13] Soda Ash - Supply is high, demand is average. 01 contract will fluctuate in the short term [9] Group 4: Agricultural Products Palm Oil - Affected by pre - holiday sentiment, it will mainly fluctuate strongly. Track import/export and inventory [6] Soybean - Domestic supply increases, demand is waiting for new grain. Short - term, it will be under pressure [6] Corn (Not mentioned in the text) Wheat (Not mentioned in the text) Sugar (Not mentioned in the text) Cotton (Not mentioned in the text) Live Pig - Supply exceeds demand, price is weak. Short - term, bounce space is limited [7] Group 5: Financial Products Treasury Bonds - Monetary policy is loose, real - estate policy may change. Long - term, it may be bearish for bonds [8] Stock Index Futures (Not mentioned in the text) Interest Rate Futures (Not mentioned in the text) Foreign Exchange Futures (Not mentioned in the text)