161715 大宗商品
交易中 06-22 14:09:45
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美联储“鹰”派转向，大宗商品下半年投资逻辑有何变化？
期货日报 · 06-20 08:46
美联储“鹰”派转向，大宗商品下半年投资逻辑有何变化？
前 Celsius CEO 遭美 CFTC 永久禁止从事大宗商品交易相关活动
链捕手 · 06-19
前 Celsius CEO 遭美 CFTC 永久禁止从事大宗商品交易相关活动
前5个月中国大宗商品市场整体呈现高位运行
中国新闻网 · 06-18
前5个月中国大宗商品市场整体呈现高位运行
算力会成为新型石油吗？探秘将人工智能算力打造成可交易大宗商品的行业尝试
环球市场播报 · 06-16
算力会成为新型石油吗？探秘将人工智能算力打造成可交易大宗商品的行业尝试
厦工股份：公司未参与本地或其他区域的大宗商品贸易、供应链垫资或影子银行类业务
证券日报 · 06-16
厦工股份：公司未参与本地或其他区域的大宗商品贸易、供应链垫资或影子银行类业务
中国物流与采购联合会：中国大宗商品贸易从规模扩张转向韧性配置
金吾财讯 · 06-16
中国物流与采购联合会：中国大宗商品贸易从规模扩张转向韧性配置
港交所陈翊庭：加速完善指数产品体系 大力拓展债券、大宗商品业务
智通财经 · 06-15
港交所陈翊庭：加速完善指数产品体系 大力拓展债券、大宗商品业务
高盛：调整中国大宗商品及基本材料股盈利预测 上调煤炭股目标价
智通财经 · 06-09
高盛：调整中国大宗商品及基本材料股盈利预测 上调煤炭股目标价
汇丰：全球大宗商品市场陷入“超级挤压”
链捕手 · 06-02
汇丰：全球大宗商品市场陷入“超级挤压”
机构解读今年大宗商品行情：整体牛市延续，金价短期承压长期上涨格局不变
市场资讯 · 06-02
机构解读今年大宗商品行情：整体牛市延续，金价短期承压长期上涨格局不变
【券商聚焦】中金公司：厄尔尼诺现象成下半年大宗商品市场核心增量变量
金吾财讯 · 06-02
【券商聚焦】中金公司：厄尔尼诺现象成下半年大宗商品市场核心增量变量
中金：地缘余波将构筑下半年大宗商品基本面主线 全球气候扰动的尾部风险不容忽视
智通财经 · 06-02
中金：地缘余波将构筑下半年大宗商品基本面主线 全球气候扰动的尾部风险不容忽视
从“周期大宗商品”到“战略核心资产”，摩根大通：本轮存储超级周期将“更高、更长”
华尔街见闻 · 06-01
从“周期大宗商品”到“战略核心资产”，摩根大通：本轮存储超级周期将“更高、更长”
对冲基金Squarepoint多名大宗商品交易员及分析师离职
环球市场播报 · 05-28
对冲基金Squarepoint多名大宗商品交易员及分析师离职
“开票经济”遭纠治，大宗商品信贷审批变严了
21世纪经济报道 · 05-26
“开票经济”遭纠治，大宗商品信贷审批变严了
搭建政企合作平台 陆家嘴建设“大宗商品国际贸易生态集聚区”
贝果财经 · 05-22
搭建政企合作平台 陆家嘴建设“大宗商品国际贸易生态集聚区”
铜、铝、锂、镍......AI算力交易主题之外的“AI投资风向”——大宗商品
智通财经 · 05-20
铜、铝、锂、镍......AI算力交易主题之外的“AI投资风向”——大宗商品
港股异动 | 中国秦发(00866)重挫近30% 印尼拟收紧大宗商品出口管控 公司聚焦印尼煤炭业务
智通财经 · 05-20
港股异动 | 中国秦发(00866)重挫近30% 印尼拟收紧大宗商品出口管控 公司聚焦印尼煤炭业务
大宗商品狂热继续上演？为遏制偷漏税与汇率暴跌 印尼拟设新机构收紧大宗商品出口
智通财经 · 05-19
大宗商品狂热继续上演？为遏制偷漏税与汇率暴跌 印尼拟设新机构收紧大宗商品出口
大宗商品交易商 Trafigura Group 与 Tether 正商讨在加油站试点 USDT 支付
链捕手 · 05-19
大宗商品交易商 Trafigura Group 与 Tether 正商讨在加油站试点 USDT 支付
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14:09:45","open":2.305,"high":2.404,"low":2.305,"amount":924700,"amplitude":0.0421,"askPrice":2.406,"askSize":13,"bidPrice":2.405,"bidSize":185,"shortable":0,"etf":1,"tradingStatus":2,"nextMarketStatus":{"tag":"收盘","tradingStatus":0,"beginTime":1782111600000},"marketStatusCode":2,"adr":0,"adjPreClose":2.354,"symbolType":"fund","openAndCloseTimeList":[[1782091800000,1782099000000],[1782104400000,1782111600000]],"highLimit":2.589,"lowLimit":2.119,"ibTradeSell":false,"ibTradeBuySell":false,"isCdr":false,"pbRate":0,"committee":-0.045752,"marketValue":0,"turnoverRate":0,"status":0,"floatMarketCap":0},"requestUrl":"/m/hq/s/161715/tweets","defaultTab":"tweets","newsList":[{"id":"2644061237","title":"美联储“鹰”派转向，大宗商品下半年投资逻辑有何变化？","url":"https://stock-news.laohu8.com/highlight/detail?id=2644061237","media":"期货日报","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2644061237?lang=zh_cn&edition=full","pubTime":"2026-06-20 08:46","pubTimestamp":1781916360,"startTime":"0","endTime":"0","summary":"美联储新任主席沃什在6月议息会议上的首秀以超出预期的“鹰”派姿态，为下半年全球资产定价锚定新坐标。美联储政策超预期转“鹰”，美元强势逻辑得到强化尽管本次美联储议息会议维持当前利率区间不变，但多项政策表述与点阵图数据大幅超出市场“鸽”派预期。Jerry Chen表示，本次“鹰”派转向的核心影响力不在于加息幅度，而在于预期的极致反转，且政策转向突如其来，市场仍需时间充分消化。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://usstock.jrj.com.cn/2026/06/20084657530453.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_highlight","symbols":["TLT","PBDC","BND","DBND","GOLY","US7Y.BOND","000979.SH","SHY","US3Y.BOND","VOO","SCHO","BSV","161715","US30Y.BOND","VCIT","VGLT","SHV","VGSH","IEF","IEI","USHY","UUP","ZROZ","KBE","US10Y.BOND","TYO","AGG","FAZ","UDN","GBIL","JPST","TBT","US6M.BOND","LQD","NGHT","TLH","TLTW","SPY","TIP","BIL","TMF","MUB","GOVT","US12M.BOND","US2Y.BOND","BOXX","EDV","MINT","TBIL"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2644903064","title":"前 Celsius CEO 遭美 CFTC 永久禁止从事大宗商品交易相关活动","url":"https://stock-news.laohu8.com/highlight/detail?id=2644903064","media":"链捕手","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2644903064?lang=zh_cn&edition=full","pubTime":"2026-06-19 10:07","pubTimestamp":1781834862,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，美国商品期货交易委员会（CFTC）完成了对前 Celsius 首席执行官亚历山大·马辛斯基案件的处理。根据最终裁决，马辛斯基被永久禁止注册美国商品期货交易委员会相关业务，并不得参与其监管范围内的商品交易活动。 ","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.chaincatcher.com/article/2272345","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["000979.SH","161715"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2644370776","title":"前5个月中国大宗商品市场整体呈现高位运行","url":"https://stock-news.laohu8.com/highlight/detail?id=2644370776","media":"中国新闻网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2644370776?lang=zh_cn&edition=full","pubTime":"2026-06-18 10:26","pubTimestamp":1781749560,"startTime":"0","endTime":"0","summary":"2026-06-18 10:26","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"highlight_chinadaily","url":"https://caijing.chinadaily.com.cn/a/202606/18/WS6a33577ca310d709c2fb8c58.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://caijing.chinadaily.com.cn/a/202606/18/WS6a33577ca310d709c2fb8c58.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"highlight_chinadaily","symbols":["161715","000979.SH"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2643876571","title":"算力会成为新型石油吗？探秘将人工智能算力打造成可交易大宗商品的行业尝试","url":"https://stock-news.laohu8.com/highlight/detail?id=2643876571","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2643876571?lang=zh_cn&edition=full","pubTime":"2026-06-16 23:15","pubTimestamp":1781622900,"startTime":"0","endTime":"0","summary":"GPU 算力会成为新一代石油吗？揭秘 AI 算力期货的角逐赛道。 数十年来，各大企业依靠期货市场对冲经营中的不确定性：航空公司对冲燃油成本、农户锁定农产品售价、制造企业规避金属原材料价格波动风险。 如今，一家初创企业希望将这套成熟的金融工具引入人工智能领域。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-06-16/doc-inicrqce9240082.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["XLE","DRIP","IXC","BK4588","AGIX","BNO","OILK","CHAT","BK4570","XES","000979.SH","XOP","DRLL","OIH","USL","159019","DBE","161631","DBC","IEO","OILT","DIG","WTIU","OILU","161715","VDE","PXJ","USE","FTXN","GUSH","USOI","BK4585","ARTY","ERX","PXE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2643229750","title":"厦工股份：公司未参与本地或其他区域的大宗商品贸易、供应链垫资或影子银行类业务","url":"https://stock-news.laohu8.com/highlight/detail?id=2643229750","media":"证券日报 ","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2643229750?lang=zh_cn&edition=full","pubTime":"2026-06-16 20:52","pubTimestamp":1781614320,"startTime":"0","endTime":"0","summary":"证券日报网讯 6月16日，厦工股份在互动平台回答投资者提问时表示，公司未参与本地或其他区域的大宗商品贸易、供应链垫资或影子银行类业务。（文章来源：证券日报）\n\n\n海量资讯、精准解读，尽在新浪财经APP","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/relnews/cn/2026-06-16/doc-inicrivp4306866.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/relnews/cn/2026-06-16/doc-inicrivp4306866.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["600815","000979.SH","BK0028","161715","BK0071","BK0012","BK0251","161121"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2643733334","title":"中国物流与采购联合会：中国大宗商品贸易从规模扩张转向韧性配置","url":"https://stock-news.laohu8.com/highlight/detail?id=2643733334","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2643733334?lang=zh_cn&edition=full","pubTime":"2026-06-16 11:24","pubTimestamp":1781580272,"startTime":"0","endTime":"0","summary":"金吾财讯 | 据央视新闻报道，中国物流与采购联合会今天（16日）发布《中国大宗商品发展报告（2026）》。根据报告，我国仍是全球最重要的大宗商品进口市场之一，原油、铁矿石、大豆等品种进口规模保持高位，面对挑战，大宗商品市场韧性增强。根据报告，2025—2026年中国大宗商品市场总体呈现“宏观承压、市场分化、外部冲击增强、贸易韧性提升、能力建设提速”的基本格局。中国大宗商品贸易正在从规模扩张转向韧性配置。2025年中国货物贸易规模保持较强韧性，主要大宗商品进口仍处于高位，其中原油、铁矿石、大豆等品种进口规模，继续显示中国市场的全球吸纳能力。","market":"hk","thumbnail":"https://static.szfiu.com/news/20241108/MTA4MTkwNzU5Nzkx.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MTA4MTkwNzU5Nzkx.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1983871","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["000979.SH","161715"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2643864227","title":"港交所陈翊庭：加速完善指数产品体系 大力拓展债券、大宗商品业务","url":"https://stock-news.laohu8.com/highlight/detail?id=2643864227","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2643864227?lang=zh_cn&edition=full","pubTime":"2026-06-15 13:48","pubTimestamp":1781502516,"startTime":"0","endTime":"0","summary":"港交所将打造多元资产生态圈列为首要任务，加速完善指数产品体系，大力拓展债券、大宗商品业务，持续夯实香港作为国际金融中心的地位。她称，港交所正加大投入，补齐指数产品短板，并透露港交所未来将推出更多行业主题指数与覆盖范围更广的宽基指数。陈翊庭又提到，港交所将发力固收、大宗商品板块，打造股、债、商品协同发展的全品类资产生态。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1454281.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["161715","BNDW","000979.SH","HEXmain"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642450661","title":"高盛：调整中国大宗商品及基本材料股盈利预测 上调煤炭股目标价","url":"https://stock-news.laohu8.com/highlight/detail?id=2642450661","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2642450661?lang=zh_cn&edition=full","pubTime":"2026-06-09 14:54","pubTimestamp":1780988078,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，高盛发表大宗商品研究报告，更新了对中国基本材料及农业板块的盈利预测，以反映年初至今的市场价格变动。该行微调了商品价格预测，其中钢铁、水泥、黄金及纸张板块的盈利预测被下调，而铜和煤炭板块则获上调。该行并维持中建材“买入”评级，目标价维持6港元。中国铝业H股目标价维持12.5港元不变，重申“中性”评级。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1451898.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["161715","000979.SH","161032"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640915024","title":"汇丰：全球大宗商品市场陷入“超级挤压”","url":"https://stock-news.laohu8.com/highlight/detail?id=2640915024","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2640915024?lang=zh_cn&edition=full","pubTime":"2026-06-02 16:26","pubTimestamp":1780388812,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，汇丰发布研报表示，全球大宗商品市场正陷入由供应中断主导的“超级挤压”行情。其称，若霍尔木兹海峡长期实质性封航，全球商品库存将加速消耗，部分品种或接近价格转折临界点。\n\n报告指出，中东冲突已冲击铝冶炼产能，推动铝价升至 4 年高位；铜价则主要受终端需求回暖支撑，接近每吨 14000 美元。汇丰还提到，原油、液化天然气、农产品及工业金属供应均面临收紧压力。 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机构明确2026年继续看好大宗商品配置价值，可对冲通胀与能源供给风险，同时建议投资者优化资产结构，从单一重仓黄金转向多元商品布局。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/money/nmetal/hjzx/2026-06-02/doc-inhzyxfs3237952.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["GLL","000979.SH","IAUM","DZZ","SGDM","CEF","GDXJ","USG","GLDM","BGLD","GLDY","GBUG","SGOL","OUNZ","GDXY","YGLD","MGCmain","GDXU","JNUG","UGL","FGDL","GDX","BEGS","SHNY","BK4585","IGLD","DGP","DUST","UYM","BAR","JDST","BK4535","DBC","GOLY","BTGD","KGLD","RING","IAU","PALL","AAAU","161715","GLTR","GDXD","DULL","DGZ","GLD","IAUI","GOAU","PHYS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640599547","title":"【券商聚焦】中金公司：厄尔尼诺现象成下半年大宗商品市场核心增量变量","url":"https://stock-news.laohu8.com/highlight/detail?id=2640599547","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2640599547?lang=zh_cn&edition=full","pubTime":"2026-06-02 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今年前五个月，大宗商品市场价格剧烈波动。","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-05-28/doc-inhzknce0505607.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["161715","000979.SH"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638514067","title":"“开票经济”遭纠治，大宗商品信贷审批变严了","url":"https://stock-news.laohu8.com/highlight/detail?id=2638514067","media":"21世纪经济报道","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2638514067?lang=zh_cn&edition=full","pubTime":"2026-05-26 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支付","url":"https://stock-news.laohu8.com/highlight/detail?id=2636931000","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636931000?lang=zh_cn&edition=full","pubTime":"2026-05-19 08:05","pubTimestamp":1779149109,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据彭博社报道，跨国大宗商品交易商 Trafigura Group 正在与 Tether 讨论一项试点项目，计划在萨尔瓦多的燃油加油站使用稳定币 USDT 支付。试点将聚焦于 Trafigura 旗下燃油分销部门 Puma Energy 运营的加油站，萨尔瓦多消费者可用 USDT 支付燃油或零食费用，由中介机构将其兑换为美元后转给 Trafigura。讨论尚处于早期阶段，需获得监管批准。\n\nPuma Energy 发言人表示，相关讨论仍处于探索性技术阶段。这是 Tether 与大型大宗商品交易商之间已知的首次涉及稳定币使用的合作。Tether 此前曾表示资助了一笔石油交易，但未披露具体细节。Tether CEO 去年 11 月表示计划“大幅”扩大向大宗商品交易商的贷款业务，目前已发放 15 亿美元贷款。 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