"Lo mjikelezo wentengo yentengo yethusi ukhushulwe uhlangothi lwe-macro, kodwa futhi unokusekela okuqinile kwezisekelo, kepha kusukela ngephuzu lokubuka kuyavuka ngokushesha okukhulu, okusho ukuthi, ukulungiswa kunengqondo kakhulu." Imboni engenhla itshele izintatheli ukuthi esikhathini eside, noma ngabe amabhange aphesheya kwezimali noma izikhungo zokucwaninga zilindelwe ukuthi ukushoda kwemakethe yethusi kungahlala isikhathi eside, okusho ukuthi,Ngemuva kokulungiswa okujwayelekile, isikhungo sokudonsela phansi kwamanani entengo yethusi sisengavuka ngokuqinile, ngaphandle kokuthi ama-Fundamentals noma inqubomgomo yokulondolozwa kweFederal Reserve iguqukele ngaphezu kwalokho okulindelwe.
UZhang Jianhui uthe amanani entengo yethusi ahlangabezane nendawo ethile ethengisa ngentengo yamanje, futhi kunengcindezi ekuthunyelweni kwemikhiqizo ngesaphulelo. Esikhathini esizayo, uma izinsiza zethusi zethusi ziyehla, i-Federal Reserve Rate Rate Cloud Cloud Cloud iqala, ihlanganiswe namandla aqhubekayo emnothweni wasekhaya, amanani ethusi angakha umjikelezo omusha wokukhula, okungukuthi, kusekhona ukuthi kungenzeka ukuthi kukhuphuke kokuphezulu okusha. Yebo, ngakolunye uhlangothi, uma yokusungula kuqhubeka ukuqongelela esinyathelweni esilandelayo, imakethe yethusi izokwakha umkhuba ongezansi kulolu banga lwamanani.
U-Ji Xianfei ukholelwa nokuthi amanani entengo we-STORE COPPS azolungiswa, kepha esikhathini esiphakathi nangesikhathi eside, asaphethwe amaphethini amaningi. Uthe ezingeni leMacro, umnotho wase-US kulindeleke ukuthi athuthukise, futhi isilinganiso sikaFederal Reserve sinqunywe kungakapheli unyaka sisengakunikeza imali emakethe. Ezingeni eliyisisekelo, ukuhanjiswa okuqinile kwezimayini zethusi kungaqhubeka "nokuvuthwa", ngenkathi kunendawo yokuthuthuka kohlangothi olusetshenziswayo, oluzoshayela amabhizinisi aphansi ukuze athenge izinto ezingavuthiwe empini. Esiteji esizayo, kudingeka sigxile ekushintsheni kwesaphulelo se-Spot kwinqubo yokulungiswa kwamanani, uma isaphulelo sebala sincishiswe kakhulu noma siphenduke iprimiyamu, i-PREPPS izosekelwa.
Kepha abanye abahlaziyi bathatha umbono othemba ngokwengeziwe. UWang Yunfei ukholelwa ukuthi umjikelezo wamanje wentengo yethusi kungenzeka ukuthi uphele, futhi akukho mkhosi ongaphezulu wokushayela esikhathini esifushane. "Ukuqala kusuka ku-logic kusekelwa izinkunzi zemakethe, okulindelwe kwesidingo esinamandla sethusi ngaphansi komnotho ophansi kusazogcwaliseka, futhi kubhekene nezinto ezingezinhle ezibangelwa ukuncishiswa komjikelezo ophansi okubangelwa yisikhathi esiphansi kwezomnotho esikhathini esiphansi nesikhathi eside kanye nengcindezi ekufuneni okubangelwa izinguquko emvelweni yezohwebo lomhlaba."
UJiang Lu ulindele ukuthi esikhathini esilandelayo, amanani ethusi azokwakhiwa kabusha ngokwethuswa. Esikhathini esifushane, kunengcindezi ku-comex yethusi ngenyanga ezayo, ukunikezwa kwasekhaya kanye nokufunwa okuqinisa ukufeza ukufeza izithiyo, kanye nethambeka lokulungiswa kwentengo linganciphisa. Ngaphezu kwalokho, ukuwa kwamanani entengo yethusi kuzokhipha i-DownStream Point Price Funant, ezokwakha ukusekelwa okuthile ngamanani. Ulindele ukuthi ngasekupheleni kukaJuni, i-Copper Price Reference Operating Range ingama-78,000 kuya ku-89,000 yuan / ton, inani elijwayelekile lenkontileka eliyinhloko kulindeleke ukuthi libe ngu-82 500 yuan / ton, futhi i-Downstream icubungule kabusha eduze kwentengo ephakathi. Esikhathini esiphakathi nendawo eside, ukholelwa ukuthi isilinganiso senzalo yase-US sizobambezeleka, kuyilapho ubungozi obuphansi kwezomnotho buhlala bukhona, futhi amanani entengo yethusi azobhekana nengcindezi ethile.
Isikhathi Seposi: Meyi-30-2024