Looking ahead to the week ahead. Lots of tech earnings come Wednesday and Thursday. Big meeting between the US and Chinese leader coming up on Thursday, too.Sandwiched in between somewhere, a Federal Reserve decision that we're all taking for granted make the case just an assumption. They cut interest rates again and it's easy sailing, except you and I both know it's different that committee. Mike, how difficult will it be for the Chairman Powell, to communicate anything beyond the October decision.Oh, it's ...

1. Report Industry Investment Ratings No specific industry investment ratings are provided in the report. 2. Core Views of the Report - China's September import and export data exceeded expectations, with exports in US dollars up 8.3% year - on - year and imports up 7.4% year - on - year [7][8]. - Glass is short - term weak and medium - term in a volatile market; sugar is under pressure due to supply surplus expectations [9][10]. - Different commodities have different price trends, such as gold continuing to hit new highs, silver approaching a 50 - high, etc. [13] 3. Summaries by Related Catalogs 3.1 Today's Discovery - China's September import and export data in US dollars showed strong growth, with export growth at a six - month high and import growth at a 17 - month high. The acceleration of imports may be related to policy - based financial tools and project starts [7][8]. 3.2 Director's Top Picks Glass - Short - term: Market has large differences on future production cuts, downstream has sufficient inventory, and real - estate market is weak, so the spot market is weak. - Medium - term: Anti - deflation and anti - involution policies are still in the window period, and the previous high futures premium has changed, so be cautious at low levels [9]. Sugar - Brazil's sugar production and export situation: As of September 16, 25/26 season, cumulative sugar production was 3039 million tons, and September exports decreased. - India has a large - scale production increase expectation, with an expected 3490 million tons in the 25/26 season. - China's sugar imports remain at a high level, with an expected import volume of 500 million tons in both 24/25 and 25/26 seasons [10]. 3.3 Commodity Research Morning Report Precious Metals - Gold continues to hit new highs, and silver approaches a 50 - high. The report provides detailed price, trading volume, inventory, and other data [13][17]. Base Metals - Copper: Market sentiment improves, and prices rise. - Zinc: Weakly volatile. - Lead: Domestic inventory reduction limits price decline. - Tin: Pay attention to macro - impacts. - Aluminum: Ranges in a volatile market; alumina's center of gravity moves down; cast aluminum alloy follows electrolytic aluminum [13][23][26]. Other Metals and Minerals - Nickel: Macro - sentiment turns bearish, and prices are low - level volatile. - Stainless steel: Macro and reality jointly exert pressure, and the lower - cost limit restricts price elasticity. - Carbonate lithium: Warehouse receipts are largely liquidated, providing upward momentum. - Industrial silicon: Limited upside space. - Polysilicon: There are many self - discipline meetings this week, warehouse receipts are slightly liquidated, and market sentiment may improve [13][39][42]. Building Materials and Energy - Iron ore: Widely volatile. - Rebar and hot - rolled coil: Weak reality and weakening expectations may lead to a slight decline in steel prices. - Coke and coking coal: Macro - expectations are fluctuating, and prices are weakly volatile. - Logs: Fluctuate repeatedly [13][51][60]. Chemicals - PX and PTA: Weak in the medium term. - MEG: 1 - 5 month spread reverse arbitrage [13][66].

新 3 it 主管主办 上海增添了 2025 11 市场回顾 美股三大指数集体收跌 欧洲三大股指10月10日全线下跌 国际油价下跌,避险资产升温 企业资讯 特斯拉在欧洲推出低价版Model Y 国 际 宏 观 白宫官员:联邦政府裁员程序已正式启动 美联储主席候选人名单缩小至五人 美联储理事沃勒：对降息25基点持开放态度 美国9月CPI报告发布时间定于10月24日 法国总统马克龙再次任命勒科尔尼担任总理 英国伦敦股市《金融时报》100种股票平均价格指数报收于9427.47点，较前一交易日下跌81.93点，跌幅为0.86%；法国巴黎股市CAC40指数报收于7918.0 点，较前一交易日下跌123.36点，跌幅为1.53%；德国法兰克福股市DAX指数报收于24241.46点，较前一交易日下跌369.79点，跌幅为1.5%。 国际油价下跌，避险资产升温 纽约商品交易所WTI原油期货收跌4.24%；伦敦布伦特原油期货收跌3.82%。避险资产美债和黄金拉升，10年期美债收益率跳水超10个基点。 企业资讯 特斯拉在欧洲推出低价版Model Y 特斯拉周五在欧洲推出低价版Model Y标准版SUV，在德国的起售价为39,99 ...

每经AI快讯，10月10日消息，美国劳工统计局将于美东时间10月24日上午8:30发布9月CPI报告。 ...

太平洋投资管理公司（PIMCO）经济学家Tiffany Wilding表示，与关税相关的压力包含在CPI报告的某 些领域，这主要集中在商品领域，传导过程较慢，除此之外，通胀压力看起来非常可控。所以Wilding 认为，对美联储来说，这是一个非常好的信号。 ...

Core Viewpoint - The Montreal Bank's capital markets U.S. interest rate strategy head, Ian Lyngen, believes it is difficult to imagine that the recent CPI report will lead the Federal Reserve to lower interest rates before September due to the current tariff environment [1] Group 1 - The U.S. Treasury market showed a lackluster performance following the CPI report, indicating that the report may not spark discussions about a potential rate cut by the Federal Reserve [1] - The upcoming implementation of a new round of tariffs on August 1 is expected to lead the Federal Reserve to maintain its current stance temporarily [1] - Investors are closely monitoring speeches from Federal Reserve officials for any hints regarding recent policy directions, although the likelihood of such guidance appearing is currently low [1]