【俄乌局势再生变数，黄金原油积极反弹】金十期货3月3日讯，国际方面，美国总统与泽连斯基会面并发生争吵，泽连斯基随后寻求英国帮助，俄乌局势进一步复杂化，避险情绪短期抬头，国际黄金、原油短线积极反弹。国内方面，本周“两会”将隆重召开。中辉期货分析师吴明近认为，综合来看，特朗普上台后政策不确定性较大，国际地缘扰动持续的情况下，大宗商品行情连续性有待修复，日内短线操作注意风险管理。1、黄金：地缘方面，特朗普与泽连斯基不欢而散；哈马斯称加沙停火谈判第二阶段未启动是以色列的过错。地缘因素节外生枝，国际黄金周五经历大跌后快速反弹超30美元/盎司。中长线继续看好黄金年内表现，短线观望地缘变化为主。2、黑色系：上周“粗钢压产”传闻扰动市场，黑色系板块分化加剧。螺纹钢在传统旺季到来之际，供需状况小幅改善，但上游煤钢之争持续，铁矿石近期到港压力增强，黑色系整体大概率维持低位震荡运行为主。如果国内重要会议出台超预期政策并积极落实，黑色系情绪面或有所改善。
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