亚洲时段早盘,棕榈油价格因逢低买盘介入而上扬。技术分析显示,毛棕榈油价格仍处于看跌区域,表明强劲的下行动能可能持续。在周五关键的马来西亚棕榈油局供需报告发布前,投资者或保持谨慎。预计价格阻力位在每吨4546林吉特,支撑位在每吨4453林吉特。马来西亚衍生品交易所9月交割合约上涨57林吉特,至每吨4537林吉特。
亚洲早盘铁矿石价格走高,主要受到中国钢厂近期需求韧性的支撑。然而,充足的供应和全行业利润率下滑可能限制涨幅。铁矿石需求目前仍相对坚挺,但钢厂盈利能力恶化,加剧了市场对未来数月需求可能放缓的预期。总体供应保持高位,国内铁矿石产量大体稳定。高企的港口库存也持续压制市场情绪。大连商品交易所交投最活跃的9月铁矿石合约上涨0.4%,至每吨740元人民币。
铜价在亚洲早盘交易中上涨,因美国6月非农就业数据弱于预期,强化了市场对美联储将推迟政策收紧的预期。美元走软增强了以美元计价的大宗商品(如铜)的吸引力。基本面依然提供支撑,库存持续下降表明供应紧张状况仍在持续。在中国,铜杆的下游需求保持稳定,但终端用户消费的显著回升尚未出现。改善的宏观情绪和下降的库存可能继续支撑铜价。伦敦金属交易所三个月期铜合约上涨0.6%,至每吨13,446.50美元。
金价在亚洲交易时段小幅上涨。疲软的美国就业数据和较低的能源价格,可能导致投资者下调对美联储加息的押注。黄金等非生息资产通常受到较高利率环境的压制。现货黄金上涨0.2%,至每盎司4,183.50美元。
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