Teb Chaws Asmeskas cov nuj nqis qab nthab yog qhov tsis sib xws, nrog rau feem ntau cov neeg saib xyuas tshwj xeeb hauv Tsev Neeg Sawv Cev tau hais kom kho lossis pov npav tawm tsam nws, tab sis Republican dang tau tawm tsam nws, tawm hauv kev lag luam hauv quandary. Lub caij no, txuas ntxiv tsis muaj zog hauv US Treasury yields rau lawv cov qib qis tshaj nyob rau hauv ntau tshaj ib lub lim tiam txhawb kev pheej hmoo txaus ntshai, thaum cov tub ua lag luam kuj nrhiav kev coj zoo los ntawm kev pheej hmoo ntau dua, nrog rau May's nonfarm payrolls qhia dav eyed rau cov lus upbeat.
Rov qab los hauv tsev, kev tsim khoom lag luam tus thawj tswj hwm qhov ntsuas tau poob qis hauv lub Tsib Hlis mus rau 48.8, qis dua cov kws lag luam kev cia siab ntawm 49.4. Cov ntaub ntawv tau pom tias muaj kev sib cog lus ntxiv hauv kev lag luam hauv tsev, ua rau muaj kev xav tsis zoo thiab ua rau cov tub ua lag luam tig mus rau Tuam Tshoj, ua rau pom qhov kev xav tau ntawm cov hlau.
Hauv xov xwm kev lag luam, Minmetals Resources 'Las Bambas tooj liab mine cia siab tias yuav nqis peev $ 2 nphom hauv Peru nyob rau ob peb xyoos tom ntej no txhawm rau nthuav nws lub xub ntiag nyob hauv lub tebchaws; Zijin Mining tshaj tawm tias nws cov chaw muag khoom, Julong Copper, yuav rov pib tsim khoom.
Nyob rau hauv cov nqe lus ntawm cov hauv paus ntsiab lus, lub quarter thib ib yog ib txwm siv lub caij nyoog ncov, tab sis qhov kev thov tsis tau ua tau zoo, thiab lub quarter thib ob tam sim no yog nyob rau lub caij ntuj sov slack, qhov kev thov rov qab yuav nyuaj dua kom muaj kev zoo siab rov qab los, rau tus nqi tooj liab. yuav yog ib tug txuas mus ntxiv. Txawm li cas los xij, cov nqes qis hauv cov nqi dhau los ua rau qis qis los txhawb kev lag luam downstream nce, kuj txhawb kev tshem tawm cov khoom muag ntxiv, zoo rau cov nqi tooj liab.
Zuag qhia tag nrho, kev tsis paub tseeb ntawm Asmeskas cov nuj nqis yog siab, qhov kev ua si yuav txuas ntxiv, thiab cov ntaub ntawv nyiaj txiag muaj zog hauv Teb Chaws Asmeskas txhawb nqa lub Rau Hli Fed tus nqi nce ntxiv, ntxiv dag zog rau nyiaj duas thiab ua rau cov kev xav tau ntawm cov hlau tsis muaj zog. Cov macro hauv tsev tsis muaj zog, kev xav ntawm kev lag luam tsis siab, cov hauv paus ntsiab lus tsis muaj zog tsav tsheb rau lub sijhawm tam sim no, yog li hauv cov macro tsis muaj zog thiab cov hauv paus tsis muaj zog los tsim cov bearish resonance, thiab tom qab ntawd ruaj Shanghai tooj liab yog qhov nyuaj rau lo rau nws txoj haujlwm, tus nqi rebound momentum yog tsis txaus, tus qauv ntawm qaug zog.
Cov nqi tooj liab hauv tsev poob hnub no (Tsib Hlis 31), raws li CCMN cov ntaub ntawv:
Yangtze River chaw 1# tooj liab quotes 65420-65460 yuan/ton, tus nqi nruab nrab ntawm 65440 yuan/ton, piv rau yav dhau los trading hnub poob 450 yuan/ton.
Guangdong chaw 1# tooj liab quotes 65080-65280 yuan/ton, tus nqi nruab nrab ntawm 65180 yuan/ton, piv nrog rau yav dhau los trading hnub poob 380 yuan/ton.
Khoom muag khoom lag luam chaw 1# tooj liab quotes 65230-65340 yuan/ton, tus nqi nruab nrab ntawm 65285 yuan/ton, piv rau yav dhau los trading hnub poob 460 yuan/ton.
Tianjin chaw 1# tooj liab quotes 65420-65420 yuan/ton, tus nqi nruab nrab ntawm 65420 yuan/ton, piv rau yav dhau los trading hnub poob 450 yuan/ton.
Shanghai chaw 1# tooj liab quotes 65260-65340 yuan/ton, tus nqi nruab nrab ntawm 65750 yuan/ton, piv rau yav dhau los trading hnub poob 450 yuan/ton.
