2025年5月13日,早盘收盘,国内期货主力合约涨跌不一。集运欧线涨超7%,丁二烯橡胶、苯乙烯(EB)涨超2%。跌幅方面,沪金、液化石油气(LPG)、菜粕、沪镍跌超2%。
光大期货:
当地时间5月12日上午9:00,中美双方发布《中美日内瓦经贸会谈联合声明》。本次中美经贸高层会谈取得实质性进展,大幅降低双边关税水平,美方取消了共计91%的加征关税,中方相应取消了91%的反制关税;美方暂停实施24%的“对等关税”,中方也相应暂停实施24%的反制关税。受此影响,三大美股指创一个月来最大日涨幅。全球贸易紧张关系缓解,经济衰退预期缓和,避险情绪急剧降温,黄金跳水。
在中美关税降低的背景下,市场预期美国对其他国家的关税谈判也将继续跟进,相应减少对美联储降息的押注,美债被抛售,其中以短期国债为首。2 年期涨超10个基点,收益率回升至 4.00%。美元一天之内涨破101,计价角度同样压制黄金价格。后续来看,今日晚间将发布美国4月CPI数据,关注实际数据与预期的差异。若美国通胀表现高于预期,或进一步压制美联储降息预期,提振美元走势并抑制黄金价格;若美国通胀意外降温,则黄金或迎来短线企稳机会。
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