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华泰期货:苹果优果支撑,红枣高库承压_蜘蛛资讯网

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显示,市场对于6月份降息的预期概率已降至3.4%。英伟达一季度净利暴增211%大型科技股多数上涨,万得美国科技七巨头指数涨1.12%。特斯拉涨超3%,亚马逊涨逾2%,苹果、英伟达涨超1%,微软涨0.87%,Meta涨0.41%。盘后,英伟达公布2027财年第一季度业绩。财报显示,公司单季度实现营收816亿美元,同比增长85%;净利润583亿美元,同比增长211%;数据中心业务收入达到752亿美元,

去库节奏及新季花期天气扰动。  策略  中性。  风险  库存结构矛盾、需求不及预期、低价替代水果竞争  红枣观点  市场要闻与重要数据  期货方面,昨日收盘红枣2605合约8890元/吨,较前一日变动-35元/吨,幅度-0.39%。现货方面,河北一级灰枣现货价格7.90元/公斤,较前一日变动+0.00元/公斤,现货基差CJ05-990,较前一日变动+35。  近期市场资讯,2025产季新疆灰枣收

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