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【品种策略】锌：08月26日多家期货公司晨报观点汇总_我的网站

一 |     (ECNS) -- On July 31, the U.S. Department of Homeland Security added 43 more Chinese companies to its entity list under the so-called Uyghur Forced Labor Prevention Act (UFLPA).    "When even sunflower seeds and dumplings are labeled as a ‘threat,’ it exposes the absurdity of the U.S. move," Josef Gregory Mahoney, professor of politics and international relations at East China Normal University, said in the latest News Lounge with China News Network.                    。    锌机构观点汇总期货公司方向核心逻辑广州期货偏多矿端偏紧、加工费负值及海外低库存提供支撑，出口窗口开启、旺季补库预期改善；但国内高库存和现货贴水压制上行空间。

二 | 南华期货震荡国内社会库存下降、LME仓单集中及美债收益率回落支撑反弹，但国内库存仍高、冶炼未明显减产，反弹高度受限银河期货偏多LME库存低位、国内锌锭库存下降，资金推动锌价上行；但下游畏高、消费未改善，需警惕资金撤出，设止损持多。正信期货研究院震荡外盘挤仓推升锌价但难持久；国内...。

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Published on:01:53:12