【宏观不确定性较高 市场情绪尚待企稳】金十期货4月25日讯,国际方面,美国总统特朗普再次表示美联储应该降息;白宫新闻秘书称特朗普在对华关税问题上的立场“没有软化。”国内方面,中共中央政治局召开会议,分析研究当前经济形势和经济工作。近期市场对于“择机降息降准”的预期小幅分化,后续关注有关方面政策落地情况。中辉期货分析师吴明近认为,周五夜盘一般外部消息面较多、资金短期行为增多,求稳建议多看少动、轻仓过周末。1、玻璃:目前传统旺季情况下去库缓慢,弱需求预期下市场延续弱势运行,叠加企业空头套保动机依然较强,玻璃期价难言见底,09合约在1200下方暂时观望寻底过程为主,中长线抄底可能还需多加等待企稳。2、铁矿石:据Mysteel数据,本期外矿发运总量环比略增,铁矿港口库存持续去化,钢厂开工率维持高位,日均铁水产量环比下降0.1万吨至240.12万吨。黑色产业链“金三银四”基本落空,煤钢之争持续,短期行业压力较大。不过国际四大矿山掌握铁矿石主要定价权的情况下,不建议过度看空,09合约在700大关下方企稳后中长线择机低吸或更具性价比。
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