瑞达期货 发表于 2010-12-28 09:56

<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt; TEXT-ALIGN: center" align=center><?xml:namespace prefix = st1 ns = "urn:schemas-microsoft-com:office:smarttags" /><st1:chsdate Year="2010" Month="12" Day="28" IsLunarDate="False" IsROCDate="False" w:st="on"><SPAN lang=EN-US style="FONT-SIZE: 12pt"><FONT face="Times New Roman">2010</FONT></SPAN><SPAN style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">年</SPAN><SPAN lang=EN-US style="FONT-SIZE: 12pt"><FONT face="Times New Roman">12</FONT></SPAN><SPAN style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">月</SPAN><SPAN lang=EN-US style="FONT-SIZE: 12pt"><FONT face="Times New Roman">28</FONT></SPAN><SPAN style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">日</SPAN></st1:chsdate><SPAN lang=EN-US style="FONT-SIZE: 12pt"><SPAN style="mso-spacerun: yes"><FONT face="Times New Roman">&nbsp; </FONT></SPAN></SPAN><SPAN style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">瑞达早盘提示</SPAN><SPAN lang=EN-US style="FONT-SIZE: 12pt"><?xml:namespace prefix = o ns = "urn:schemas-microsoft-com:office:office" /><o:p></o:p></SPAN></P>
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<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt"><SPAN lang=EN-US style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体"><o:p>&nbsp;</o:p></SPAN></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt; TEXT-ALIGN: center" align=center><SPAN style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">金属产品</SPAN><SPAN lang=EN-US style="FONT-SIZE: 12pt"><o:p></o:p></SPAN></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 12pt"><SPAN lang=EN-US style="FONT-SIZE: 12pt"><FONT face="Times New Roman">1<SPAN style="mso-spacerun: yes">&nbsp; </SPAN></FONT></SPAN><SPAN style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">锌、铝<SPAN lang=EN-US><BR></SPAN>外盘:隔夜,<SPAN lang=EN-US>&nbsp;LME</SPAN>因假日休市。<SPAN lang=EN-US><BR></SPAN>消息方面:<SPAN lang=EN-US>1.</SPAN>美国<SPAN lang=EN-US>11</SPAN>月芝加哥联储中西部制造业指数月增<SPAN lang=EN-US>0.4%&nbsp;2.</SPAN>报称中国十二五经济增速目标或由<SPAN lang=EN-US>7.5%</SPAN>下调至<SPAN lang=EN-US>7%<BR></SPAN>现货方面:上海现货<SPAN lang=EN-US>0#</SPAN>锌报<SPAN lang=EN-US>18100-18200</SPAN>元<SPAN lang=EN-US>/</SPAN>吨,上涨<SPAN lang=EN-US>50</SPAN>元<SPAN lang=EN-US>/</SPAN>吨,贴水<SPAN lang=EN-US>630-</SPAN>贴水<SPAN lang=EN-US>530</SPAN>元<SPAN lang=EN-US>/</SPAN>吨;<SPAN lang=EN-US>1#</SPAN>锌报<SPAN lang=EN-US>18050-18150</SPAN>元<SPAN lang=EN-US>/</SPAN>吨,涨<SPAN lang=EN-US>50</SPAN>元<SPAN lang=EN-US>/</SPAN>吨,贴水<SPAN lang=EN-US>680-</SPAN>贴水<SPAN lang=EN-US>580</SPAN>元<SPAN lang=EN-US>/</SPAN>吨。<SPAN lang=EN-US>A00&nbsp;</SPAN>铝报在<SPAN lang=EN-US>16190-16210</SPAN>元<SPAN lang=EN-US>/</SPAN>吨,保持平稳,贴水<SPAN lang=EN-US>200-</SPAN>贴水<SPAN lang=EN-US>180</SPAN>元<SPAN lang=EN-US>/</SPAN>吨。<SPAN lang=EN-US><BR></SPAN>库存方面:上海交易所锌期货库存为<SPAN lang=EN-US>229574</SPAN>吨,增加<SPAN lang=EN-US>928</SPAN>吨,上海交易所铝期货库存为<SPAN lang=EN-US>300012</SPAN>吨,减少<SPAN lang=EN-US>547</SPAN>吨。<SPAN lang=EN-US><BR></SPAN>观点总结:基本面上,供求过剩的局面尚未改变。资金面上,沪铝主力合约前<SPAN lang=EN-US>20</SPAN>名净空单缩减至<SPAN lang=EN-US>8000</SPAN>手以内;沪锌前<SPAN lang=EN-US>20</SPAN>名净空单减少至<SPAN lang=EN-US>1.4</SPAN>万手以下。技术显示,市场走势延续震荡,缺乏方向信号。操作建议:沪锌日内交易;沪铝暂时观望。<SPAN lang=EN-US><BR style="mso-special-character: line-break"><BR style="mso-special-character: line-break"><o:p></o:p></SPAN></SPAN></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 12pt"><SPAN lang=EN-US style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">2 </SPAN><SPAN style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">铜<SPAN lang=EN-US><BR></SPAN>外盘:昨日伦敦市场休市,于周三再开始交易。但美精铜继续交易,且创下记录高点<SPAN lang=EN-US>429.85</SPAN>美元<SPAN lang=EN-US>/</SPAN>磅,尾盘收于<SPAN lang=EN-US>428</SPAN>美分<SPAN lang=EN-US>/</SPAN>磅,换算成吨则是<SPAN lang=EN-US>9436</SPAN>美元<SPAN lang=EN-US>/</SPAN>吨。<SPAN lang=EN-US><BR></SPAN>消息方面:<SPAN lang=EN-US>1.</SPAN>美国东北部大部分地区交通停滞,因航班及火车受恶劣天气影响而取消,造成大部分交易商因降雪而受困。<SPAN lang=EN-US>2.</SPAN>日本<SPAN lang=EN-US>11</SPAN>月精炼铜出口同比减少<SPAN lang=EN-US>11.4%</SPAN>至<SPAN lang=EN-US>34233</SPAN>吨,其中<SPAN lang=EN-US>42%</SPAN>销往中国。<SPAN lang=EN-US><BR></SPAN>现货方面:上海现铜报<SPAN lang=EN-US>67650-68000</SPAN>元,上涨<SPAN lang=EN-US>650</SPAN>元<SPAN lang=EN-US>/</SPAN>吨,贴水<SPAN lang=EN-US>425</SPAN>,变化不大。<SPAN lang=EN-US>&nbsp;<BR></SPAN>库存:昨日伦敦休市,此前伦铜库存连续第<SPAN lang=EN-US>10</SPAN>日增加,总计增加<SPAN lang=EN-US>21950</SPAN>,目前注销仓单处于<SPAN lang=EN-US>5%</SPAN>附近,暗示库存增加势头有望延续。<SPAN lang=EN-US><BR></SPAN>观点总结:昨日沪铜冲高回落,受股市下跌拖累,但尾盘仅小幅下跌,表明铜价表现依旧较强。昨日伦敦市场休市,美精铜继续交易,且再创历史新高,今日沪铜受此影响料有所高开,预计开于<SPAN lang=EN-US>69500</SPAN>附近,年关将近,资金面相对紧张,投资者料依旧采取逢高减仓的态度,因此铜价料难以走高,继续维持震荡行情,建议投资者观望为主。<SPAN lang=EN-US><BR><BR><BR>&nbsp;3&nbsp;</SPAN>钢材<SPAN lang=EN-US><BR>&nbsp;&nbsp;&nbsp;</SPAN>现货市场:<st1:chmetcnv w:st="on" TCSC="0" NumberType="1" Negative="False" HasSpace="False" SourceValue="8" UnitName="mm"><SPAN lang=EN-US>8mm</SPAN></st1:chmetcnv><SPAN lang=EN-US>&nbsp;Q235</SPAN>高线上海报价<SPAN lang=EN-US>4730</SPAN>,持平,<st1:chmetcnv w:st="on" TCSC="0" NumberType="1" Negative="False" HasSpace="False" SourceValue="20" UnitName="mm"><SPAN lang=EN-US>20mm</SPAN></st1:chmetcnv><SPAN lang=EN-US>&nbsp;HRB400</SPAN>螺纹钢上海报价<SPAN lang=EN-US>4840</SPAN>,持平<SPAN lang=EN-US><BR>&nbsp;&nbsp;&nbsp;</SPAN>消息:<SPAN lang=EN-US>(1)&nbsp;11</SPAN>月份我国钢铁价格略涨<SPAN lang=EN-US>&nbsp;</SPAN>铁矿石价格略降<SPAN lang=EN-US>&nbsp;(2)&nbsp;</SPAN>住建部周日起上调个人住房公积金存贷款利率<SPAN lang=EN-US>&nbsp;(3)&nbsp;</SPAN>印度<SPAN lang=EN-US>NMDC</SPAN>计划明年一季度将铁矿石价格上提<SPAN lang=EN-US>3%&nbsp;(4)&nbsp;</SPAN>印度<SPAN lang=EN-US>63.5%</SPAN>粉矿<st1:chsdate Year="2010" Month="12" Day="27" IsLunarDate="False" IsROCDate="False" w:st="on"><SPAN lang=EN-US>12</SPAN>月<SPAN lang=EN-US>27</SPAN>日</st1:chsdate><SPAN lang=EN-US>CIF</SPAN>参考报价<SPAN lang=EN-US>177-179</SPAN>美元<SPAN lang=EN-US>/</SPAN>吨,持平。<SPAN lang=EN-US><BR>&nbsp;&nbsp;&nbsp;</SPAN>库存:上海交易所螺纹钢仓单日报为<SPAN lang=EN-US>28809</SPAN>手,减<SPAN lang=EN-US>2075</SPAN>。线材仓单日报为<SPAN lang=EN-US>0</SPAN>,持平。<SPAN lang=EN-US><BR>&nbsp;&nbsp;&nbsp;</SPAN>小结:周一<SPAN lang=EN-US>RB1105</SPAN>合约反弹受阻。随着天气的变冷,终端需求逐步减弱,临近年底,部分流通商的资金略显紧张,对期钢形成一定压力。操作上建议,短线空单继续依托<SPAN lang=EN-US>5</SPAN>日线持有。<SPAN lang=EN-US><BR style="mso-special-character: line-break"><BR style="mso-special-character: line-break"><o:p></o:p></SPAN></SPAN></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 12pt"><SPAN lang=EN-US style="FONT-SIZE: 12pt"><FONT face="Times New Roman">4 </FONT></SPAN><SPAN style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">黄金</SPAN><SPAN lang=EN-US style="FONT-SIZE: 12pt"><o:p></o:p></SPAN></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 12pt"><SPAN style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">外盘:隔夜黄金回收部分跌幅,总体处于窄幅波动之中,其中</SPAN><SPAN lang=EN-US style="FONT-SIZE: 12pt"><FONT face="Times New Roman">COMEX12</FONT></SPAN><SPAN style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">月黄金小幅上涨</SPAN><SPAN lang=EN-US style="FONT-SIZE: 12pt"><FONT face="Times New Roman">0.17%</FONT></SPAN><SPAN style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">至</SPAN><SPAN lang=EN-US style="FONT-SIZE: 12pt"><FONT face="Times New Roman">1382.4</FONT></SPAN><SPAN style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">。</SPAN><SPAN lang=EN-US style="FONT-SIZE: 12pt"><FONT face="Times New Roman"> <o:p></o:p></FONT></SPAN></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 12pt"><SPAN style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">消息方面:</SPAN><SPAN lang=EN-US style="FONT-SIZE: 12pt"><FONT face="Times New Roman">1.</FONT></SPAN><SPAN style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">美国芝加哥联储</SPAN><SPAN lang=EN-US style="FONT-SIZE: 12pt"><FONT face="Times New Roman">11</FONT></SPAN><SPAN style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">月中西部制造业指数为</SPAN><SPAN lang=EN-US style="FONT-SIZE: 12pt"><FONT face="Times New Roman">81.1</FONT></SPAN><SPAN style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">,好于前值</SPAN><SPAN lang=EN-US style="FONT-SIZE: 12pt"><FONT face="Times New Roman">80.9</FONT></SPAN><SPAN style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">。</SPAN><SPAN lang=EN-US style="FONT-SIZE: 12pt"><FONT face="Times New Roman">2.12</FONT></SPAN><SPAN style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">月</SPAN><SPAN lang=EN-US style="FONT-SIZE: 12pt"><FONT face="Times New Roman">23</FONT></SPAN><SPAN style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">日</SPAN><SPAN lang=EN-US style="FONT-SIZE: 12pt"><FONT face="Times New Roman">SPDR</FONT></SPAN><SPAN style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">基金黄金持有量减少</SPAN><SPAN lang=EN-US style="FONT-SIZE: 12pt"><FONT face="Times New Roman">3.65</FONT></SPAN><SPAN style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">吨至</SPAN><SPAN lang=EN-US style="FONT-SIZE: 12pt"><FONT face="Times New Roman">1284.97</FONT></SPAN><SPAN style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">吨,</SPAN><SPAN lang=EN-US style="FONT-SIZE: 12pt"><FONT face="Times New Roman">27</FONT></SPAN><SPAN style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">日市场休市。</SPAN><SPAN lang=EN-US style="FONT-SIZE: 12pt"><o:p></o:p></SPAN></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 12pt"><SPAN style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">现货方面:上海黄金</SPAN><SPAN lang=EN-US style="FONT-SIZE: 12pt"><FONT face="Times New Roman">9999</FONT></SPAN><SPAN style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">报</SPAN><SPAN lang=EN-US style="FONT-SIZE: 12pt"><FONT face="Times New Roman">298</FONT></SPAN><SPAN style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">元</SPAN><SPAN lang=EN-US style="FONT-SIZE: 12pt"><FONT face="Times New Roman">/</FONT></SPAN><SPAN style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">克,下跌</SPAN><SPAN lang=EN-US style="FONT-SIZE: 12pt"><FONT face="Times New Roman">0.39</FONT></SPAN><SPAN style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">元</SPAN><SPAN lang=EN-US style="FONT-SIZE: 12pt"><FONT face="Times New Roman">/</FONT></SPAN><SPAN style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">克,跌幅为</SPAN><SPAN lang=EN-US style="FONT-SIZE: 12pt"><FONT face="Times New Roman">0.13% <o:p></o:p></FONT></SPAN></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 12pt"><SPAN style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">观点总结:隔夜黄金于清淡交易中小幅回升,主要受美元走软提振。在圣诞假期及市场资金面有所紧缩的情况下,金价料继续窄幅波动,难有较大行情,建议投资以观望为主。</SPAN><SPAN lang=EN-US style="FONT-SIZE: 12pt"><o:p></o:p></SPAN></P>
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<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt; TEXT-ALIGN: center" align=center><SPAN style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">农产品</SPAN><SPAN lang=EN-US style="FONT-SIZE: 12pt"><o:p></o:p></SPAN></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 12pt"><SPAN lang=EN-US style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">1 </SPAN><SPAN style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">白糖<SPAN lang=EN-US><BR></SPAN>外盘:<SPAN lang=EN-US><BR></SPAN>由于中国加息引发市场方面担心需求会下降,本周一<SPAN lang=EN-US>ICE</SPAN>糖市原糖期货价格全线回落,跌幅几乎创下三周之最。<SPAN lang=EN-US>&nbsp;</SPAN>当日<SPAN lang=EN-US>1103</SPAN>期<SPAN lang=EN-US>&nbsp;</SPAN>约糖价大幅下跌<SPAN lang=EN-US>34</SPAN>个点(<SPAN lang=EN-US>-1%</SPAN>),收于<SPAN lang=EN-US>33.64</SPAN>美分<SPAN lang=EN-US>/</SPAN>磅,上周四(<st1:chsdate Year="2010" Month="12" Day="23" IsLunarDate="False" IsROCDate="False" w:st="on"><SPAN lang=EN-US>12</SPAN>月<SPAN lang=EN-US>23</SPAN>日</st1:chsdate>)糖价一度冲击了<SPAN lang=EN-US>1980</SPAN>年<SPAN lang=EN-US>11</SPAN>月份以来<SPAN lang=EN-US>34.06</SPAN>美分<SPAN lang=EN-US>/</SPAN>磅<SPAN lang=EN-US>&nbsp;</SPAN>的高点,至此,今年糖价已上涨了<SPAN lang=EN-US>25%</SPAN>;<SPAN lang=EN-US>1105</SPAN>期约糖价同时大幅下跌<SPAN lang=EN-US>41</SPAN>个点(<SPAN lang=EN-US>-1.3%</SPAN>),以<SPAN lang=EN-US>30.04</SPAN>美分<SPAN lang=EN-US>/</SPAN>磅报收。<SPAN lang=EN-US><BR></SPAN>基本面消息:<SPAN lang=EN-US><BR>1</SPAN>、广西来宾遭遇霜冻灾害<SPAN lang=EN-US>&nbsp;500</SPAN>万元经费调运甘蔗种子<SPAN lang=EN-US><BR>2</SPAN>、广西已有<SPAN lang=EN-US>99</SPAN>家糖厂开榨<SPAN lang=EN-US><BR></SPAN>国内现货:<SPAN lang=EN-US><BR></SPAN>国内现货小幅上调,南宁报<SPAN lang=EN-US>6970</SPAN>(新糖)。<SPAN lang=EN-US><BR></SPAN>库存仓单(张):<SPAN lang=EN-US>2229</SPAN>,有效预报<SPAN lang=EN-US>2207</SPAN>。<SPAN lang=EN-US><BR></SPAN>国内主产区天气情况:<SPAN lang=EN-US><BR></SPAN>两天内,全区多云到晴。今天早晨柳州、玉林、百色、崇左、防城港、钦州、北海等市的部份地区有雾。南宁市:今天白天<SPAN lang=EN-US>&nbsp;</SPAN>到晚上,多云,偏东风<SPAN lang=EN-US>1</SPAN>到<SPAN lang=EN-US>2</SPAN>级,最高气温<st1:chmetcnv w:st="on" TCSC="0" NumberType="1" Negative="False" HasSpace="False" SourceValue="18" UnitName="℃"><SPAN lang=EN-US>18℃</SPAN></st1:chmetcnv>,最低气温<st1:chmetcnv w:st="on" TCSC="0" NumberType="1" Negative="False" HasSpace="False" SourceValue="9" UnitName="℃"><SPAN lang=EN-US>9℃</SPAN></st1:chmetcnv>。<SPAN lang=EN-US>&nbsp;<BR></SPAN>郑糖盘面:<SPAN lang=EN-US><BR></SPAN>受外盘强势和国内央行加息的共同影响,郑糖<SPAN lang=EN-US>1109</SPAN>合约高开后期价下挫,伴随着成交逐渐萎缩,技术上偏离恐会修正,滞涨<SPAN lang=EN-US>&nbsp;</SPAN>的现货也将拖累期价。短多平仓,少量中长线抛空。<SPAN lang=EN-US>&nbsp;<o:p></o:p></SPAN></SPAN></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 12pt"><SPAN lang=EN-US style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体"><BR><BR>2 </SPAN><SPAN style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">油脂<SPAN lang=EN-US><BR>&nbsp;&nbsp;&nbsp;&nbsp;</SPAN>外盘:阿根廷干旱天气影响,美豆油跟随美豆继续走高,<SPAN lang=EN-US>&nbsp;CBOT</SPAN>豆油主力<SPAN lang=EN-US>1</SPAN>月合约收于<SPAN lang=EN-US>57.15</SPAN>美分<SPAN lang=EN-US>/</SPAN>磅。<SPAN lang=EN-US><BR>&nbsp;&nbsp;&nbsp;&nbsp;</SPAN>消息:国际方面,布宜诺斯艾利斯谷物交易所周四称,阿<SPAN lang=EN-US>&nbsp;</SPAN>根廷<SPAN lang=EN-US>2010/11</SPAN>年度大豆种植面积料在<SPAN lang=EN-US>1850</SPAN>万公顷,较交易所前次<SPAN lang=EN-US>&nbsp;</SPAN>预估下滑约<SPAN lang=EN-US>1%</SPAN>,因受部分地区的干旱天气影响。国内方面,据<SPAN lang=EN-US>&nbsp;</SPAN>市场监测,嫩江地区大型油脂加工企业进厂大豆价格在<SPAN lang=EN-US>3.92</SPAN>元<SPAN lang=EN-US>/&nbsp;</SPAN>公斤左右;鸡西加工企业大豆收购价格<SPAN lang=EN-US>3.74-3.8</SPAN>元<SPAN lang=EN-US>/</SPAN>公斤,较前<SPAN lang=EN-US>&nbsp;</SPAN>期价格回落<SPAN lang=EN-US>0.02-0.06</SPAN>元<SPAN lang=EN-US>/</SPAN>公斤。<SPAN lang=EN-US>&nbsp;<BR>&nbsp;&nbsp;&nbsp;&nbsp;</SPAN>现货:昨日油脂现货价格继续小幅走高,沿海四级豆油约<SPAN lang=EN-US>&nbsp;</SPAN>为<SPAN lang=EN-US>9700-9950</SPAN>元<SPAN lang=EN-US>/</SPAN>吨;港口棕榈油报价集中在<SPAN lang=EN-US>9450-9600</SPAN>元<SPAN lang=EN-US>/</SPAN>吨;<SPAN lang=EN-US>&nbsp;</SPAN>国内四级菜油出厂价格处于<SPAN lang=EN-US>9800-10400</SPAN>元<SPAN lang=EN-US>/</SPAN>吨水平。<SPAN lang=EN-US><BR>&nbsp;&nbsp;&nbsp;&nbsp;</SPAN>仓单:豆油,<SPAN lang=EN-US>5950</SPAN>张;棕榈油,<SPAN lang=EN-US>0</SPAN>张;菜油,<SPAN lang=EN-US>6100</SPAN>张;均无<SPAN lang=EN-US>&nbsp;</SPAN>变化。<SPAN lang=EN-US><BR>&nbsp;&nbsp;&nbsp;&nbsp;</SPAN>观点总结:圣诞节后,国内油脂仍维持震荡走高态势,市<SPAN lang=EN-US>&nbsp;</SPAN>场认为加息靴子落地,期待油脂价格突破上行。就目前的情况<SPAN lang=EN-US>&nbsp;</SPAN>而言,保持谨慎思路,不建议大幅追多,空仓者可择机小幅短<SPAN lang=EN-US>&nbsp;</SPAN>多,<SPAN lang=EN-US>Y1109</SPAN>前期多单依托<SPAN lang=EN-US>10000-10050</SPAN>元<SPAN lang=EN-US>/</SPAN>吨一线持有。<SPAN lang=EN-US><BR style="mso-special-character: line-break"><BR style="mso-special-character: line-break"><o:p></o:p></SPAN></SPAN></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 12pt"><SPAN lang=EN-US style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">3 </SPAN><SPAN style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">棉花<SPAN lang=EN-US><BR>&nbsp;&nbsp;&nbsp;&nbsp;</SPAN>外盘走势:<SPAN lang=EN-US>ICE</SPAN>期棉收跌,因少量的投资者后续卖盘以及中国加息影响。<SPAN lang=EN-US>3</SPAN>月棉花下跌<SPAN lang=EN-US>2.36</SPAN>美分,收报每磅<SPAN lang=EN-US>145.76</SPAN>美分。<SPAN lang=EN-US><BR></SPAN>消息面:<SPAN lang=EN-US><BR>&nbsp;&nbsp;&nbsp;&nbsp;1</SPAN>、中国棉花协会调升今年中国棉花产量预估至<SPAN lang=EN-US>665</SPAN>万吨,上个月预估为<SPAN lang=EN-US>663</SPAN>万吨。该修正后的预估较去年的产量减少<SPAN lang=EN-US>2.1%</SPAN>。<SPAN lang=EN-US>11</SPAN>月的棉农平均交售价为每公斤<SPAN lang=EN-US>10.93</SPAN>元,较<SPAN lang=EN-US>10</SPAN>月下跌<SPAN lang=EN-US>2.6%</SPAN>,但同比上涨<SPAN lang=EN-US>51.9%</SPAN>。截至<st1:chsdate Year="2010" Month="11" Day="30" IsLunarDate="False" IsROCDate="False" w:st="on"><SPAN lang=EN-US>11</SPAN>月<SPAN lang=EN-US>30</SPAN>日</st1:chsdate>,全国大约<SPAN lang=EN-US>95%</SPAN>的棉花已采摘完成,但棉农仅销售了<SPAN lang=EN-US>70.2%</SPAN>的库存,低于去年同期的<SPAN lang=EN-US>82.6%</SPAN>。<SPAN lang=EN-US><BR>&nbsp;&nbsp;&nbsp;&nbsp;2</SPAN>、农业部在京召开全国种植业工作会议,农业部副部长危朝安称,重点挖掘西北内陆棉区生产潜力,力争明年棉花种植面积恢复到<SPAN lang=EN-US>8000</SPAN>万亩。<SPAN lang=EN-US><BR>&nbsp;&nbsp;&nbsp;&nbsp;3</SPAN>、<st1:chsdate Year="2010" Month="12" Day="24" IsLunarDate="False" IsROCDate="False" w:st="on"><SPAN lang=EN-US>12</SPAN>月<SPAN lang=EN-US>24</SPAN>日</st1:chsdate>,进口棉中国主港报价继续大跌,各品种普遍下跌<SPAN lang=EN-US>2-6</SPAN>美分。消息灵通人士透露,最近外棉成交已经停滞。由于美棉都去做了仓单,个别棉商在用印度棉换美棉的方式执行合同,补价差。<SPAN lang=EN-US><BR>&nbsp;&nbsp;&nbsp;&nbsp;</SPAN>现货方面:棉花指数<SPAN lang=EN-US>328</SPAN>价格为<SPAN lang=EN-US>27440</SPAN>元<SPAN lang=EN-US>/</SPAN>吨,与上一交易日持平。<SPAN lang=EN-US><BR>&nbsp;&nbsp;&nbsp;&nbsp;</SPAN>仓单库存:交易所注册仓单为<SPAN lang=EN-US>119</SPAN>张,较上一交易日增加<SPAN lang=EN-US>9</SPAN>张,有效预报为<SPAN lang=EN-US>196</SPAN>张。(每张对应棉花<SPAN lang=EN-US>40</SPAN>吨)。<SPAN lang=EN-US><BR>&nbsp;&nbsp;&nbsp;&nbsp;</SPAN>主产区天气:未来三天,新疆北部和天山地区、内蒙古中东部、东北地区大部、山东半岛东部将持续降雪,其中,新疆西北部和沿天山地区、黑龙江北部等地的部分地区有大雪,局地暴雪。<SPAN lang=EN-US><BR>&nbsp;&nbsp;&nbsp;&nbsp;</SPAN>观点总结:美棉探低回升,收于<SPAN lang=EN-US>145</SPAN>美分关口;国内货币政策进入紧缩周期,政策调控对郑棉期价有所压力;现货价格持续,期现价差缩窄,国内棉价维持滞涨抗跌态势。郑棉<SPAN lang=EN-US>1109</SPAN>合约小幅收跌,期价继续位于<SPAN lang=EN-US>5</SPAN>日线下方震荡,<SPAN lang=EN-US>30000</SPAN>关口压力较强,短线延续震荡走势。操作上,短线交易为主。<SPAN lang=EN-US><BR style="mso-special-character: line-break"><BR style="mso-special-character: line-break"><o:p></o:p></SPAN></SPAN></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 12pt"><SPAN lang=EN-US style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体"><BR>4</SPAN><SPAN style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">大豆豆粕<SPAN lang=EN-US><BR></SPAN>消息面:<SPAN lang=EN-US>1</SPAN>、国家粮油信息中心公告称,政府明天将继续排卖<SPAN lang=EN-US>30</SPAN>万吨大豆和<SPAN lang=EN-US>180</SPAN>万吨玉米,虽然之前一次的拍卖全部流拍。<SPAN lang=EN-US>2</SPAN>、商品基金继续增持美豆净多<SPAN lang=EN-US>&nbsp;</SPAN>单,净多持仓创出新高。<SPAN lang=EN-US><BR></SPAN>外盘:美豆期价大幅上涨,接近<SPAN lang=EN-US>28</SPAN>月来的高点,阿根廷干旱天气推动期价走高。美豆<SPAN lang=EN-US>3</SPAN>月<SPAN lang=EN-US>&nbsp;&nbsp;1384.5&nbsp;&nbsp;&nbsp;&nbsp;+24.5<BR>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</SPAN>美豆上涨势头较强,全球大豆供需面本来偏紧,阿根廷如果大豆产量下滑,将使得供需面更加紧张。供应忧虑,加上持续的中国需求,将给予美豆期价上涨强劲动力。<SPAN lang=EN-US><BR></SPAN>国内现货:<SPAN lang=EN-US>1</SPAN>、黑龙江大豆现货价格平稳,哈尔滨地区价格在<SPAN lang=EN-US>3.74-3.84</SPAN>元<SPAN lang=EN-US>/</SPAN>公斤,虽然国产大豆销区的需求不佳,市场走货缓慢,但东北当地粮商收购价格难以走低。<SPAN lang=EN-US><BR>2</SPAN>、豆粕现货报价稳中有涨,今天沿海部分地区价格上涨了<SPAN lang=EN-US>30</SPAN>元<SPAN lang=EN-US>/</SPAN>吨左右,目前沿海地区价格在<SPAN lang=EN-US>3400-3500</SPAN>元<SPAN lang=EN-US>/</SPAN>吨,东北地区价格集中在<SPAN lang=EN-US>3200</SPAN>元<SPAN lang=EN-US>/</SPAN>吨左右。<SPAN lang=EN-US><BR></SPAN>虽然近期豆粕期价走高,但豆粕现货价格未能跟上盘面的上涨幅度,虽然部分油厂的报价步步调高,但实际成交价格上升不大。<SPAN lang=EN-US><BR></SPAN>盘面分析:盘面走势震荡,品种间强弱不一。连豆表现较强,但豆粕表现偏弱,现货市场偏软拖累期价走势。豆粕小幅减仓,大豆<SPAN lang=EN-US>1109</SPAN>合约减仓,大豆<SPAN lang=EN-US>1201</SPAN>合约大幅增仓。<SPAN lang=EN-US><BR></SPAN>操作建议:大豆继续保持上涨态势,<SPAN lang=EN-US>1109</SPAN>和<SPAN lang=EN-US>1201</SPAN>合约创出新高,反弹之势加强,但看待此次反弹行情仍需求谨慎。操作上,前期豆粕多单继续持有,大豆多单小幅增仓。<SPAN lang=EN-US><BR style="mso-special-character: line-break"><BR style="mso-special-character: line-break"><o:p></o:p></SPAN></SPAN></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 12pt"><SPAN lang=EN-US style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体"><BR>5 </SPAN><SPAN style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">谷物<SPAN lang=EN-US><o:p></o:p></SPAN></SPAN></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 12pt"><SPAN lang=EN-US style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体"><SPAN style="mso-spacerun: yes">&nbsp;&nbsp;&nbsp; </SPAN></SPAN><SPAN style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">外盘:受周边大豆市场上涨及阿根廷干燥天气支撑,周一<SPAN lang=EN-US>CBOT</SPAN>玉米期货市场触及<SPAN lang=EN-US>29</SPAN>个月高点。<SPAN lang=EN-US><o:p></o:p></SPAN></SPAN></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 12pt"><SPAN lang=EN-US style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体"><SPAN style="mso-spacerun: yes">&nbsp;&nbsp;&nbsp; </SPAN></SPAN><SPAN style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">消息方面:<SPAN lang=EN-US>1</SPAN>、本周二临储玉米投放量为<SPAN lang=EN-US>23.9911</SPAN>万吨;<SPAN lang=EN-US>2</SPAN>、河南省小麦旱情将会进一步维持和发展;<SPAN lang=EN-US>3 </SPAN>、江苏南通稻价保持稳定,米价略跌。<SPAN lang=EN-US><o:p></o:p></SPAN></SPAN></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 12pt"><SPAN lang=EN-US style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体"><SPAN style="mso-spacerun: yes">&nbsp;&nbsp;&nbsp; </SPAN></SPAN><SPAN style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">现货方面:现锦州、鲅鱼圈港贸易商<SPAN lang=EN-US>15%</SPAN>以内水分玉米主流收购价仍在<SPAN lang=EN-US>2000</SPAN>元<SPAN lang=EN-US>/</SPAN>吨左右,北方三港玉米 平舱价格暂时平稳在<SPAN lang=EN-US>2060-2070</SPAN>元<SPAN lang=EN-US>/</SPAN>吨,由于发货南方顺价销售利润不佳,贸易商装船积极性仍不高;广东 港口玉米市场价格暂时与上周末持平,<SPAN lang=EN-US>15%</SPAN>以内新玉米主流成交价在<SPAN lang=EN-US>2150-2160</SPAN>元<SPAN lang=EN-US>/</SPAN>吨,陈粮价格在<SPAN lang=EN-US>2170- 2180</SPAN>元<SPAN lang=EN-US>/</SPAN>吨,据悉,本周玉米到货量将明显增加,预计下周港口内库存有望增至<SPAN lang=EN-US>40</SPAN>万吨;郑州强筋小麦出库 价<SPAN lang=EN-US>2370</SPAN>元<SPAN lang=EN-US>/</SPAN>吨,持平;江西九江早稻收购价<SPAN lang=EN-US>2080</SPAN>元<SPAN lang=EN-US>/</SPAN>吨,水分≤<SPAN lang=EN-US>13.5%</SPAN>。<SPAN lang=EN-US><o:p></o:p></SPAN></SPAN></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 12pt"><SPAN lang=EN-US style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体"><SPAN style="mso-spacerun: yes">&nbsp;&nbsp;&nbsp; </SPAN></SPAN><SPAN style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">库存方面:玉米仓单为<SPAN lang=EN-US>1038</SPAN>张,郑州强麦仓单为<SPAN lang=EN-US>10681</SPAN>张,早籼稻仓单为<SPAN lang=EN-US>6423</SPAN>张。<SPAN lang=EN-US><o:p></o:p></SPAN></SPAN></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 12pt"><SPAN lang=EN-US style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体"><SPAN style="mso-spacerun: yes">&nbsp;&nbsp;&nbsp; </SPAN></SPAN><SPAN style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">观点总结:现货保持坚挺支撑期货价格,但短期政策压力犹存,建议震荡思路对待;<SPAN lang=EN-US>WS1109</SPAN>合约下方中长期均线支撑稳固,后市面临<SPAN lang=EN-US>2800</SPAN>一线压力,建议震荡思路对待;<SPAN lang=EN-US>ER1105</SPAN>合约下方均线支撑较好,但市场参与度不高,建议观望为主。<B style="mso-bidi-font-weight: normal"><SPAN lang=EN-US><o:p></o:p></SPAN></B></SPAN></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt"><SPAN lang=EN-US style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体"><o:p>&nbsp;</o:p></SPAN></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt; TEXT-ALIGN: center; tab-stops: 18.0pt" align=center><SPAN lang=EN-US style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体"><o:p>&nbsp;</o:p></SPAN></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt; TEXT-ALIGN: center" align=center><SPAN style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">化工品<SPAN lang=EN-US><o:p></o:p></SPAN></SPAN></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 12pt"><SPAN lang=EN-US style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">1</SPAN><SPAN style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">连塑<SPAN lang=EN-US><BR>&nbsp;&nbsp;&nbsp;&nbsp;</SPAN>消息面:<SPAN lang=EN-US>1</SPAN>、预计未来几年工程塑料年增<SPAN lang=EN-US>5.8%&nbsp;&nbsp;2</SPAN>、我国塑料包装行业发展速度年均<SPAN lang=EN-US>5%<BR>&nbsp;&nbsp;&nbsp;&nbsp;</SPAN>现货市场:今日<SPAN lang=EN-US>LLDPE</SPAN>现货价格明显回落。扬子石化<SPAN lang=EN-US>DFDA-7042</SPAN>报<SPAN lang=EN-US>10750</SPAN>,跌<SPAN lang=EN-US>250</SPAN>元。市场成交不活跃。亚洲乙烯则受石脑油上涨的带动,明显回升。东北亚乙烯报<SPAN lang=EN-US>1185——1187</SPAN>美元,东南亚乙烯报<SPAN lang=EN-US>1094——1096</SPAN>美元,均上涨<SPAN lang=EN-US>10</SPAN>美元。市场观望气氛浓厚,成交稀少。<SPAN lang=EN-US><BR>&nbsp;&nbsp;&nbsp;&nbsp;</SPAN>仓单库存:交易所仓单报<SPAN lang=EN-US>27543</SPAN>张,较上一交易日增加<SPAN lang=EN-US>407</SPAN>张。<SPAN lang=EN-US><BR>&nbsp;&nbsp;&nbsp;&nbsp;</SPAN>观点总结:今日连塑依托五日均线窄幅震荡。盘中多空双方互不相让,显示市场分岐加大。基本面上,亚洲乙烯价格坚挺,国内乙烯减产令市场供应略微趋紧,下游制品产量大增,这些因素对连塑形成一定的支撑。近期原油又有重新走强的迹象,预计连塑有望随原油重<st1:chmetcnv w:st="on" TCSC="1" NumberType="5" Negative="False" HasSpace="False" SourceValue="10" UnitName="升">拾升</st1:chmetcnv>势。但国内二度加息却对市场产生一定的压制。个人认为,加息利空已被提前消化,后市<SPAN lang=EN-US>LLPDE</SPAN>仍可谨慎看多。操作上,投资者手中多单可以<SPAN lang=EN-US>10</SPAN>日均线为止损位谨慎持有。<SPAN lang=EN-US><BR><BR style="mso-special-character: line-break"><BR style="mso-special-character: line-break"><o:p></o:p></SPAN></SPAN></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 12pt"><SPAN lang=EN-US style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">2 PVC<BR>&nbsp;&nbsp;&nbsp;&nbsp;</SPAN><SPAN style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">消息面:<SPAN lang=EN-US>1</SPAN>、韩国乙烯和纯苯出口猛增<SPAN lang=EN-US>&nbsp;</SPAN>主要运往中国<SPAN lang=EN-US>2</SPAN>、大连商品交易所调整聚氯乙烯等期货交割仓库<SPAN lang=EN-US><BR>&nbsp;&nbsp;&nbsp;&nbsp;</SPAN>现货市场:<SPAN lang=EN-US>PVC</SPAN>现货价格止跌走稳,华东地区乙烯法<SPAN lang=EN-US>PVC</SPAN>报<SPAN lang=EN-US>8200</SPAN>元,电石法<SPAN lang=EN-US>PVC</SPAN>报<SPAN lang=EN-US>7900</SPAN>元。西北电石报<SPAN lang=EN-US>4000</SPAN>元,华东电石报<SPAN lang=EN-US>4400</SPAN>元,均与昨日持平。市场成交一般。<SPAN lang=EN-US><BR>&nbsp;&nbsp;&nbsp;&nbsp;</SPAN>仓单库存:交易所仓单报<SPAN lang=EN-US>1184</SPAN>张,较上一交易日增加<SPAN lang=EN-US>740</SPAN>张。<SPAN lang=EN-US><BR>&nbsp;&nbsp;&nbsp;&nbsp;</SPAN>观点总结:今日<SPAN lang=EN-US>PVC</SPAN>依托十日均线的支撑展开反弹走势,盘中放量增仓,显示市场人心思涨。基本面上,央行年内二度加息、节能减排任务基本完成对<SPAN lang=EN-US>PVC</SPAN>形成一定的制约,但原油重<st1:chmetcnv w:st="on" TCSC="1" NumberType="5" Negative="False" HasSpace="False" SourceValue="10" UnitName="升">拾升</st1:chmetcnv>势,<SPAN lang=EN-US>PVC</SPAN>现货库存不多,冬季严寒又推高了农膜的需求却也对<SPAN lang=EN-US>PVC</SPAN>形成一定的支撑。个人认为,加息利空已被提前消化,预计<SPAN lang=EN-US>PVC</SPAN>反弹格局有望延续。操作上,投资者手中多单可继续谨慎持有。<SPAN lang=EN-US><BR style="mso-special-character: line-break"><BR style="mso-special-character: line-break"><o:p></o:p></SPAN></SPAN></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 12pt"><SPAN lang=EN-US style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体"><BR>3 </SPAN><SPAN style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">天胶<SPAN lang=EN-US><BR>&nbsp;&nbsp;&nbsp;&nbsp;</SPAN>外盘走势:原油价格上涨刺激橡胶需求,同时因泰国进入低产季节,市场预计<SPAN lang=EN-US>2011</SPAN>年橡胶供应短缺情况将恶化的利好支撑,<st1:chsdate Year="2010" Month="12" Day="27" IsLunarDate="False" IsROCDate="False" w:st="on"><SPAN lang=EN-US>12</SPAN>月<SPAN lang=EN-US>27</SPAN>日</st1:chsdate>,日胶连续六个交易日创纪录新高,终盘报收于<SPAN lang=EN-US>417.6</SPAN>日元<SPAN lang=EN-US>/</SPAN>千克。该合约<SPAN lang=EN-US>2010</SPAN>年已经上涨<SPAN lang=EN-US>51%</SPAN>。橡胶基本面良好,但中国加息有可能降低橡胶需求,且短期涨幅较大,日胶后市有望转为区间震荡格局。<SPAN lang=EN-US><BR>&nbsp;&nbsp;&nbsp;&nbsp;</SPAN>消息面:<SPAN lang=EN-US>1</SPAN>、<SPAN lang=EN-US>ANRPC:</SPAN>明年<SPAN lang=EN-US>2-5</SPAN>月间全球橡胶供应预计吃紧;<SPAN lang=EN-US>2</SPAN>、俄罗斯轮胎市场快速复苏<SPAN lang=EN-US><BR>&nbsp;&nbsp;&nbsp;&nbsp;</SPAN>现货市场:上海市场橡胶现货价格略有回落。云南国标一号胶报<SPAN lang=EN-US>35800</SPAN>元,涨<SPAN lang=EN-US>100</SPAN>元。泰国<SPAN lang=EN-US>3#</SPAN>烟片胶<SPAN lang=EN-US>37000</SPAN>,与昨日持平。<SPAN lang=EN-US><BR>&nbsp;&nbsp;&nbsp;&nbsp;</SPAN>亚洲各橡胶主产区天气预报如下:<SPAN lang=EN-US><BR></SPAN>泰国<SPAN lang=EN-US>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</SPAN>曼谷<SPAN lang=EN-US>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</SPAN>阴<SPAN lang=EN-US>&nbsp;&nbsp;&nbsp;<st1:chmetcnv w:st="on" TCSC="0" NumberType="1" Negative="False" HasSpace="False" SourceValue="31" UnitName="℃">31℃</st1:chmetcnv></SPAN>~<st1:chmetcnv w:st="on" TCSC="0" NumberType="1" Negative="False" HasSpace="False" SourceValue="20" UnitName="℃"><SPAN lang=EN-US>20℃</SPAN></st1:chmetcnv><SPAN lang=EN-US>&nbsp;&nbsp;&nbsp;</SPAN>风力:<SPAN lang=EN-US>3</SPAN>级转<SPAN lang=EN-US>2</SPAN>级<SPAN lang=EN-US><BR></SPAN>越南<SPAN lang=EN-US>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</SPAN>河内<SPAN lang=EN-US>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</SPAN>晴<SPAN lang=EN-US>&nbsp;&nbsp;&nbsp;<st1:chmetcnv w:st="on" TCSC="0" NumberType="1" Negative="False" HasSpace="False" SourceValue="21" UnitName="℃">21℃</st1:chmetcnv></SPAN>~<st1:chmetcnv w:st="on" TCSC="0" NumberType="1" Negative="False" HasSpace="False" SourceValue="12" UnitName="℃"><SPAN lang=EN-US>12℃</SPAN></st1:chmetcnv><SPAN lang=EN-US>&nbsp;&nbsp;&nbsp;</SPAN>风力:<SPAN lang=EN-US>2</SPAN>级<SPAN lang=EN-US><BR>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</SPAN>胡志明市<SPAN lang=EN-US>&nbsp;&nbsp;</SPAN>小到中雨<SPAN lang=EN-US>&nbsp;&nbsp;&nbsp;<st1:chmetcnv w:st="on" TCSC="0" NumberType="1" Negative="False" HasSpace="False" SourceValue="31" UnitName="℃">31℃</st1:chmetcnv></SPAN>~<st1:chmetcnv w:st="on" TCSC="0" NumberType="1" Negative="False" HasSpace="False" SourceValue="21" UnitName="℃"><SPAN lang=EN-US>21℃</SPAN></st1:chmetcnv><SPAN lang=EN-US>&nbsp;&nbsp;&nbsp;</SPAN>风力:<SPAN lang=EN-US>2</SPAN>级<SPAN lang=EN-US><BR></SPAN>马来西亚<SPAN lang=EN-US>&nbsp;</SPAN>吉隆坡<SPAN lang=EN-US>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</SPAN>雷阵雨<SPAN lang=EN-US>&nbsp;&nbsp;&nbsp;<st1:chmetcnv w:st="on" TCSC="0" NumberType="1" Negative="False" HasSpace="False" SourceValue="32" UnitName="℃">32℃</st1:chmetcnv></SPAN>~<st1:chmetcnv w:st="on" TCSC="0" NumberType="1" Negative="False" HasSpace="False" SourceValue="23" UnitName="℃"><SPAN lang=EN-US>23℃</SPAN></st1:chmetcnv><SPAN lang=EN-US>&nbsp;&nbsp;&nbsp;</SPAN>风力:<SPAN lang=EN-US>2</SPAN>级转<SPAN lang=EN-US>1</SPAN>级<SPAN lang=EN-US><BR></SPAN>印尼<SPAN lang=EN-US>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</SPAN>雅加达<SPAN lang=EN-US>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</SPAN>雷阵雨<SPAN lang=EN-US>&nbsp;&nbsp;&nbsp;<st1:chmetcnv w:st="on" TCSC="0" NumberType="1" Negative="False" HasSpace="False" SourceValue="31" UnitName="℃">31℃</st1:chmetcnv></SPAN>~<st1:chmetcnv w:st="on" TCSC="0" NumberType="1" Negative="False" HasSpace="False" SourceValue="24" UnitName="℃"><SPAN lang=EN-US>24℃</SPAN></st1:chmetcnv><SPAN lang=EN-US>&nbsp;&nbsp;&nbsp;</SPAN>风力:<SPAN lang=EN-US>3</SPAN>级转<SPAN lang=EN-US>2</SPAN>级<SPAN lang=EN-US><BR>&nbsp;&nbsp;&nbsp;&nbsp;</SPAN>仓单库存:交易所仓单报<SPAN lang=EN-US>44335</SPAN>吨,较昨日增加<SPAN lang=EN-US>775</SPAN>吨。<SPAN lang=EN-US><BR>&nbsp;&nbsp;&nbsp;&nbsp;</SPAN>观点总结:今日沪胶继续窄幅震荡,下方十日均线暂为其提供了支撑,但前期高点也存在较重的压力。基本面上:原油重<st1:chmetcnv w:st="on" TCSC="1" NumberType="5" Negative="False" HasSpace="False" SourceValue="10" UnitName="升">拾升</st1:chmetcnv>势,下游轮胎提价对天胶形成一定的支撑,但现货价格高位震荡、央行二次加息均对沪胶产生一定的压制,今日沪胶在十日均线处暂获支撑,但盘中反弹力度不强,预计短期仍有震荡整理的要求。操作上,建议投资者暂时以日内交易为主,激进的投资者也可试探性建多,但要设好止损。<SPAN lang=EN-US><BR style="mso-special-character: line-break"><BR style="mso-special-character: line-break"><o:p></o:p></SPAN></SPAN></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 12pt"><SPAN lang=EN-US style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">4 PTA<BR>&nbsp;&nbsp;&nbsp;&nbsp;</SPAN><SPAN style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">消息面:<SPAN lang=EN-US>1</SPAN>、<SPAN lang=EN-US>NYMEX</SPAN>原油小幅收跌,因中国加息举措引发了获利盘。<SPAN lang=EN-US>NYMEX&nbsp;2</SPAN>月原油期货下跌<SPAN lang=EN-US>0.51</SPAN>美元,收报<SPAN lang=EN-US>91</SPAN>美元<SPAN lang=EN-US>/</SPAN>桶。<SPAN lang=EN-US>2</SPAN>、<SPAN lang=EN-US>BP</SPAN>珠海<SPAN lang=EN-US>12</SPAN>月<SPAN lang=EN-US>PTA</SPAN>合约货结算价出台为<SPAN lang=EN-US>9600</SPAN>元<SPAN lang=EN-US>/</SPAN>吨,较<SPAN lang=EN-US>11</SPAN>月结算下调<SPAN lang=EN-US>300</SPAN>元。<SPAN lang=EN-US>3</SPAN>、江浙地区涤丝整体稳中有涨,<SPAN lang=EN-US>POY</SPAN>为主等品种有百元左右上调,切片重心也有小幅上行,近期部分品种如<SPAN lang=EN-US>POY</SPAN>及偏粗<SPAN lang=EN-US>FDY</SPAN>销势良好,整体库存下降<SPAN lang=EN-US>3-5</SPAN>天,部分工厂偏紧,而其余产品多以出货为主。<SPAN lang=EN-US><BR>&nbsp;&nbsp;&nbsp;&nbsp;</SPAN>现货价格:华东<SPAN lang=EN-US>PTA</SPAN>市场大幅上扬,持货方报盘涨至<SPAN lang=EN-US>9950-10000</SPAN>元<SPAN lang=EN-US>/</SPAN>吨附近,买方寻货态度积极,主流商谈在<SPAN lang=EN-US>9900</SPAN>元<SPAN lang=EN-US>/</SPAN>吨附近,市场交易气氛良好。亚洲<SPAN lang=EN-US>PTA</SPAN>现货市场持续上涨,市场多数贸易商封盘不报,市场台产船货递盘<SPAN lang=EN-US>1225-1230</SPAN>美元<SPAN lang=EN-US>/</SPAN>吨,实际商谈在<SPAN lang=EN-US>1230-1240</SPAN>美元<SPAN lang=EN-US>/</SPAN>吨附近展开,市场交易气氛良好。<SPAN lang=EN-US><BR>&nbsp;&nbsp;&nbsp;&nbsp;</SPAN>库存数据:交易所仓单为<SPAN lang=EN-US>20718</SPAN>张,与上一交易日持平,有效预报<SPAN lang=EN-US>928</SPAN>张。<SPAN lang=EN-US><BR>&nbsp;&nbsp;&nbsp;&nbsp;</SPAN>观点总结:国际原油小幅回落,<SPAN lang=EN-US>PX</SPAN>价格持续上调推动<SPAN lang=EN-US>PTA</SPAN>成本抬高,年末备货也使得市场做多氛围回升,但货币紧缩将压制<SPAN lang=EN-US>PTA</SPAN>的上行空间;<SPAN lang=EN-US>PTA</SPAN>现货市场大幅上扬,卖方报价升至<SPAN lang=EN-US>9900</SPAN>元,工厂递盘不多,市场多数贸易商封盘不报。江浙市场涤丝稳中有涨,产销回升明显,聚酯切片交易重心上移。<SPAN lang=EN-US>PTA1105</SPAN>合约高开高走,期价依托<SPAN lang=EN-US>5</SPAN>日线增仓上行,短线有望测试<SPAN lang=EN-US>10500</SPAN>一线压力。操作上,日内交易为主。<SPAN lang=EN-US><BR style="mso-special-character: line-break"><BR style="mso-special-character: line-break"><o:p></o:p></SPAN></SPAN></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 12pt"><SPAN lang=EN-US style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体"><BR>5 </SPAN><SPAN style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">沪油<SPAN lang=EN-US><BR>&nbsp;&nbsp;&nbsp;&nbsp;</SPAN>外盘走势:<SPAN lang=EN-US>27</SPAN>日<SPAN lang=EN-US>NYMEX</SPAN>原油期货收跌,中国周末加息令油价承压。<SPAN lang=EN-US>NYMEX&nbsp;2</SPAN>月原油期货下跌<SPAN lang=EN-US>0.6%</SPAN>或<SPAN lang=EN-US>0.51</SPAN>美元,至每桶<SPAN lang=EN-US>91</SPAN>美元。<SPAN lang=EN-US><BR></SPAN>消息方面:<SPAN lang=EN-US><BR>&nbsp;&nbsp;&nbsp;&nbsp;1</SPAN>、<SPAN lang=EN-US>ICAP</SPAN>船运机构的最新数据显示,当前全球浮动原油储量正在大幅增加之中,继前一周全球浮动原油储量大幅增加<SPAN lang=EN-US>400</SPAN>万桶之后,截止<st1:chsdate Year="2010" Month="12" Day="24" IsLunarDate="False" IsROCDate="False" w:st="on"><SPAN lang=EN-US>12</SPAN>月<SPAN lang=EN-US>24</SPAN>日</st1:chsdate>当周全球浮动原油储量继续大幅增加,从截止<st1:chsdate Year="2010" Month="12" Day="17" IsLunarDate="False" IsROCDate="False" w:st="on"><SPAN lang=EN-US>12</SPAN>月<SPAN lang=EN-US>17</SPAN>日</st1:chsdate>当周的<SPAN lang=EN-US>4000</SPAN>万桶增加至<SPAN lang=EN-US>4400</SPAN>万桶,增幅达到<SPAN lang=EN-US>10%</SPAN>。<SPAN lang=EN-US>ICAP</SPAN>的统计数据包括全球范围内(包括伊朗)存储原油的超大型油轮。<SPAN lang=EN-US><BR>&nbsp;&nbsp;&nbsp;&nbsp;2</SPAN>、科威特石油大臣萨巴赫称,由于其他石油出口国已表明欧佩克在<SPAN lang=EN-US>2011</SPAN>年全年可能因市场供应充足而决定不增加石油产量,他认为全球的经济能够承受每桶<SPAN lang=EN-US>100</SPAN>美元的油价。<SPAN lang=EN-US><BR>&nbsp;&nbsp;&nbsp;&nbsp;</SPAN>现货方面:<SPAN lang=EN-US>27</SPAN>日黄埔到岸价,新加坡高硫<SPAN lang=EN-US>180</SPAN>美金价<SPAN lang=EN-US>530.54</SPAN>美元,到岸贴水<SPAN lang=EN-US>12-13</SPAN>美元,新加坡高硫<SPAN lang=EN-US>380</SPAN>美金价<SPAN lang=EN-US>519.87</SPAN>美元。华南混调油最新交易估价:船用混调<SPAN lang=EN-US>180</SPAN>交易过驳价至<SPAN lang=EN-US>4620-4630</SPAN>元<SPAN lang=EN-US>/</SPAN>吨;库提价<SPAN lang=EN-US>4630-4640</SPAN>元<SPAN lang=EN-US>/</SPAN>吨,均价持平,国产锅炉用混调<SPAN lang=EN-US>180CST</SPAN>交易价至<SPAN lang=EN-US>4400-4450</SPAN>元<SPAN lang=EN-US>/</SPAN>吨,均价持平。<SPAN lang=EN-US><BR>&nbsp;&nbsp;&nbsp;&nbsp;</SPAN>观点总结:因中国央行年内二度加息举措引发了获利盘,原油小幅回落;亚洲燃料油市场依然疲软,因大型石油公司年底清库以及居高不下的燃料油现货价格抑制了买家的兴趣。华东燃料油市场终端需求惨淡,难见明显好转;华南地区燃料油现货市场气氛清淡,多数商家报价上涨仍显乏力,持稳观望,渣油和非标油市场报价持稳为主。沪油<SPAN lang=EN-US>1103</SPAN>合约小幅收跌,期价跳空低开围绕<SPAN lang=EN-US>4850</SPAN>一线整理,下方考验<SPAN lang=EN-US>60</SPAN>日线支撑,短线延续高位震荡走势。操作上,震荡思路。<SPAN lang=EN-US><BR style="mso-special-character: line-break"><BR style="mso-special-character: line-break"><o:p></o:p></SPAN></SPAN></P>
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<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt; TEXT-ALIGN: center" align=center><SPAN style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">股指期货</SPAN><SPAN lang=EN-US style="FONT-SIZE: 12pt"><o:p></o:p></SPAN></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt; TEXT-ALIGN: center" align=center><SPAN lang=EN-US style="FONT-SIZE: 12pt"><o:p><FONT face="Times New Roman">&nbsp;</FONT></o:p></SPAN></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt"><SPAN style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">瑞达期货:市场情绪恐慌,期指或持续震荡<SPAN lang=EN-US><BR></SPAN>外盘表现:<SPAN lang=EN-US><BR></SPAN>外盘指数<SPAN lang=EN-US> &nbsp;&nbsp;&nbsp;</SPAN>收盘<SPAN lang=EN-US> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</SPAN>涨跌<SPAN lang=EN-US>&nbsp;&nbsp;&nbsp;&nbsp;</SPAN>涨幅<SPAN lang=EN-US><BR></SPAN>道琼斯<SPAN lang=EN-US>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;11555.03&nbsp;&nbsp;&nbsp;&nbsp;-18.46&nbsp;&nbsp;-0.16%<BR></SPAN>纳斯达克<SPAN lang=EN-US>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;2667.27&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;1.67&nbsp;&nbsp;&nbsp;0.06%<BR></SPAN>标普<SPAN lang=EN-US>500&nbsp;&nbsp; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;1257.54&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;0.77&nbsp;&nbsp;&nbsp;0.06%<BR></SPAN>富时<SPAN lang=EN-US>100&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</SPAN>休市<SPAN lang=EN-US>&nbsp;<BR></SPAN>德国<SPAN lang=EN-US>DAX&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;6970.73&nbsp;&nbsp;&nbsp;&nbsp;-86.96&nbsp;&nbsp;&nbsp;-1.23%<BR></SPAN>法国<SPAN lang=EN-US>CAC40&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;3862.19&nbsp;&nbsp;&nbsp;&nbsp;-38.20&nbsp;&nbsp;&nbsp;-0.98%<BR>C0MEX</SPAN>黄金<SPAN lang=EN-US>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;1382.4&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;2.4&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;0.17%<BR>NYMEX</SPAN>原油<SPAN lang=EN-US>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;90.92&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;-0.08&nbsp;&nbsp;&nbsp;-0.09%<BR></SPAN>美元指数<SPAN lang=EN-US>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;80.150&nbsp;&nbsp;&nbsp;&nbsp;-0.324&nbsp;&nbsp;&nbsp;-0.40%<BR></SPAN>小结<SPAN lang=EN-US>:</SPAN>受暴风雪影响,周一美股成交量创<SPAN lang=EN-US>2010</SPAN>年新低。中国再度加息的消息使美股受到压力。周一美国股市涨跌不一,主要股指涨跌幅度很小。<SPAN lang=EN-US><BR><BR></SPAN>消息面:<SPAN lang=EN-US><BR>1</SPAN>.央行强调把好流动性总闸门<SPAN lang=EN-US>&nbsp;</SPAN>稳定物价更突出;<SPAN lang=EN-US><BR>2.&nbsp;</SPAN>中国财政部:<SPAN lang=EN-US>“</SPAN>十二五<SPAN lang=EN-US>”</SPAN>扩征增值税<SPAN lang=EN-US>&nbsp;</SPAN>调减营业税;<SPAN lang=EN-US><BR>3.&nbsp;</SPAN>一线城市楼市年末逐渐回暖<SPAN lang=EN-US>&nbsp;</SPAN>四大城市成交量放量;<SPAN lang=EN-US><BR>4.&nbsp;</SPAN>海南首试离境退税<SPAN lang=EN-US>&nbsp;</SPAN>明年上半年或再推离岛免税;<SPAN lang=EN-US><BR>5.&nbsp;</SPAN>紧缩通胀增税将至<SPAN lang=EN-US>&nbsp;</SPAN>英国人年底忙抢购;<SPAN lang=EN-US><BR>6</SPAN>.加码刺激提上央行议程<SPAN lang=EN-US>&nbsp;</SPAN>日本财政面临<SPAN lang=EN-US>“</SPAN>断粮<SPAN lang=EN-US>”</SPAN>。<SPAN lang=EN-US><BR><BR></SPAN>持仓分析:<SPAN lang=EN-US><BR></SPAN>前<SPAN lang=EN-US>20</SPAN>名多头主力持单<SPAN lang=EN-US>17458</SPAN>手,空头主力持仓<SPAN lang=EN-US>21971</SPAN>手,净空持仓<SPAN lang=EN-US>4513</SPAN>手,净空持仓减少<SPAN lang=EN-US>144</SPAN>手。其中:前<SPAN lang=EN-US>5</SPAN>名主力机构净空持仓<SPAN lang=EN-US>4892</SPAN>手,空头持仓维持在高位,但空头优势较上一交易日有所减弱。从日内盘中持仓动向看,日内持仓相对稳定。<SPAN lang=EN-US><BR><BR></SPAN>瑞达研究院观点:<SPAN lang=EN-US><BR></SPAN>股指期货主力合约<SPAN lang=EN-US>IF1101</SPAN>周一收盘报<SPAN lang=EN-US>3119</SPAN>点,预计周二<SPAN lang=EN-US>IF1101</SPAN>的运行区间在<SPAN lang=EN-US>3200-3065</SPAN>之间,如上方冲破<SPAN lang=EN-US>3200</SPAN>点可以小多,止损下设<SPAN lang=EN-US>10</SPAN>个点;如下方破<SPAN lang=EN-US>3065</SPAN>可以介入空单,止损上设<SPAN lang=EN-US>10</SPAN>个点。如在区间内窄幅震荡,可以高空低多的策略。<SPAN lang=EN-US><BR><BR></SPAN>合约名称<SPAN lang=EN-US>&nbsp;&nbsp;</SPAN>强阻力位<SPAN lang=EN-US>&nbsp;&nbsp;</SPAN>阻力位<SPAN lang=EN-US>&nbsp;&nbsp;</SPAN>支撑位<SPAN lang=EN-US>&nbsp;&nbsp;&nbsp;</SPAN>强支撑位<SPAN lang=EN-US><BR>HS&nbsp;300&nbsp;&nbsp;&nbsp;&nbsp;3215&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;3160&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;3055&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;3000<BR>IF1101&nbsp;&nbsp;&nbsp;&nbsp;3265&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;3200&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;3065&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;3010<BR>IF1102&nbsp;&nbsp;&nbsp;&nbsp;3290&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;3235&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;3090&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;3020<BR>IF1103&nbsp;&nbsp;&nbsp;&nbsp;3325&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;3270&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;3130&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;3090<BR>IF1106&nbsp;&nbsp;&nbsp;&nbsp;3415&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;3360&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;3190&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;3150<BR style="mso-special-character: line-break"><BR style="mso-special-character: line-break"><o:p></o:p></SPAN></SPAN></P>
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如意百合 发表于 2010-12-28 13:00

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查看完整版本: [原创]瑞达期货:12月28日早盘提示