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广发期货日评-20250425
Guang Fa Qi Huo· 2025-04-25 04:41
FFRINGTEDH 投资咨询业务资格: 证监许可【2011】1292号 2025年4月25日 欢迎关注微信公众号 主力合约 板块 品种 点评 操作建议 进入月底,A股市场交易即将召开的政治局会议可 IF2506 能推出的增量刺激政策,白宫表现出关税缓和意向 IH2506 股指 避险板块坚挺,A股结构性分化 IC2506 。指数下方支撑较稳定,可卖出虚值看跌期权赚取 IM2506 权利金。 T2506 短期在政策节奏不确定性和资金面约束下,债市或仍以震荡为 单边策略上短期建议可以区间操作,关注政策出台 TF2506 主(10年期利率波动空间或在1.61%-1.7%),中期等待降准 节奏。基差策略上,建议参与TS合约正套策略。 国债 TS2506 降息落地,届时有望打开期债上行空间 曲线策略上建议适当关注做陡 金融 TL2506 金价短期将迎来长假节日期间消息扰动波动或上 升,建议轻仓参与,多头及时通过期货或期权等对 美联储官员释放鸽派信号 美股延续反弹态势 宽松预期提振贵金 AU2506 贵金属 冲风险;避险消退带来金银比的修复,银价或回到 AG2506 属 前高阻力位附近在32-34美元(8000-8500 ...
REX American Resources (REX) - 2025 Q4 - Earnings Call Transcript
2025-03-26 20:31
REX American Resources (REX) Q4 2025 Earnings Call March 26, 2025 04:31 PM ET Company Participants Douglas Bruggeman - VP of Finance, CFO & TreasurerStuart Rose - Executive Chairman & Head of Corporate DevelopmentZafar Rizvi - CEO, President & DirectorJordan Levy - Vice President - Sustainability Equity Research Operator welcome to Rex American Resources Fourth Quarter and Full Fiscal Year twenty twenty four Earnings Conference Call. At this time, all participants are in a listen only mode. A question and a ...
Adecoagro S.A.(AGRO) - 2024 Q4 - Earnings Call Transcript
2025-03-14 12:00
Adecoagro (AGRO) Q4 2024 Earnings Call March 14, 2025 08:00 AM ET Company Participants Mariano Bosch - Co-Founder, CEO & DirectorEmilio Gnecco - CFO & Chief Legal OfficerRenato Junqueira - VP of the Sugar, Ethanol and Energy BusinessIsabella Simonato Alonso - Managing DirectorLarissa Pérez - Equity Research Associate Conference Call Participants Gustavo Troyano - Equity AnalystMatheus Enfeldt - Equity AnalystJulia Rizzo - Analyst Operator Good morning, ladies and gentlemen, and thank you for waiting. At thi ...
Green Plains(GPRE) - 2024 Q4 - Earnings Call Transcript
2025-02-07 15:00
Green Plains (GPRE) Q4 2024 Earnings Call February 07, 2025 09:00 AM ET Company Participants Phil Boggs - Chief Financial OfficerTodd Becker - President and Chief Executive OfficerJordan Levy - Vice President - Sustainability Equity ResearchSaumya Jain - Equity Research AssociateAdam Shepherd - Research AssociateMatthew Blair - Managing Director Conference Call Participants Craig Irwin - Managing Director, Senior Research AnalystSalvator Tiano - AnalystEric Stine - Senior Research AnalystKristen Owen - Exec ...