【黑色系基本面乏善可陈，钢材冬储大概率落空】金十期货1月2日讯，国际方面，美元强势拉升，全球非美资产承压，后续关注特朗普1月20日上台前市场预期变化情况。中辉期货分析师吴明近认为，综合来看，外部压力显著增强、国内市场情绪偏弱的情况下，近期更多等待观望宏观要素企稳为主，日内短线操作严格仓位管理。1、棕榈油：12月29日，印尼能源与矿产资源部（MEMR）发布文件显示，2025年1月印尼将开始执行B40。但补贴仅限于PSO、补贴范围缩小，且棕榈油行业参与者也在等待推出技术法规，短期大利空棕榈油。后续关注印尼方面最新政策变化为主。2、螺纹：据Mysteel，截至1月2日当周，螺纹钢产量、表需连续第二周减少，厂库由增转降，社库由降转增。黑色系基本面乏善可陈，钢材冬储大概率落空，期价走势更多跟随宏观情绪运行。后续螺纹钢主力倾向于3300大关下方择机低吸为主，上方关注强弱分水岭---日线图20日线3330附近得失。
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