热门品种机构观点 欧线市场抢运预期再起，多头情绪快速反扑，推动集运期价大幅走高。今日新晋主力EC2604合约高开 运行，尾盘收于1280.8点，环比上涨11.3%。 一、碳酸锂主力合约：政策利好提振，碳酸锂全线触及涨停 受消息刺激，碳酸锂跳空涨停，主力合约涨幅9%，触及涨停，报156060元/吨。 信达期货认为，上周五盘后财政部发布，将取消光伏、电池产品的出口增值税退税，意味着国内补贴海 外的时代结束。其中对于电池产品，自2026年4月1日起，将增值税退税比例从9%下调至6%，而2027年 全部取消，对于成本端有明显的抬升。如果我们很快看到来自海外的订单出现爆量的情况，那么在当前 本身淡季不淡的现实下，1-3月订单抢出口的窗口期是成立的，短期做多的情绪可能会更进一步。而从 2026年全年的角度来看，抢出口的逻辑依旧是成立的。叠加美国现行的"OBBB法案"中的FEOC条款的 逐渐收紧，美国储能商对于进口电芯的成本越发敏感，因此，今年海外需求或成为非常有力的爆发点。 短期来看，碳酸锂暂时没有较为显著偏利空的因素，更多是在当前利好因素中寻找预期差。那么在预期 差真正到来之前，盘面走势依旧偏强 中信期货认为，短期来看 ...

Group 1 - The U.S. labor market showed a moderate slowdown in June, with initial jobless claims data indicating low levels of layoffs historically [1] - Financial markets reacted mildly to the jobless claims data, with a temporary rise in spot gold prices to $3389.71 per ounce [1] - Traders are currently adopting a wait-and-see approach ahead of the FOMC policy signals, with cautious sentiment prevailing in the market [1] Group 2 - Spot gold closed with a small doji candlestick, indicating a balance between bullish and bearish forces, and is currently waiting for further directional stimulus [2] - The key resistance level for gold is identified at $3400-$3404, and a breakthrough above this level could signal a shift to an upward trend [4] - The domestic gold market suggests waiting for a pullback after a significant rise before entering long positions, with targets set at $800-$805 for the upcoming days [4]