At the close of early trading, the main domestic futures contracts were up and down. The container shipping index (European line) rose more than 10%, Shanghai silver rose more than 3%, pulp, alumina, iron ore, Shanghai aluminum, and rebar rose more than 2%, and Shanghai nickel and hot coil rose nearly 2%. In terms of decline, manganese and silicon fell more than 1%, and industrial silicon fell nearly 1%.

Against the background that the geopolitical situation has not yet eased, freight rates are still expected to rise.

At the opening of early trading, the consolidated shipping index (European route) once rose by more than 12%. According to analysis by Yide Futures, fundamentals, the demand for various routes in the consolidated shipping market performed well, especially the South American route. Due to the linkage of routes, this is a squeeze on the tight European route capacity. In addition, due to delays in shipping schedules caused by deviations, the pre-shipment volume in the peak shipping season will provide certain support for shipowners 'price increases in mid-to-late May and early June. Against the background that the geopolitical situation has not yet eased, the contradiction between supply and demand in the medium term is still prominent. It is expected that freight rates will still be expected to increase. Strategically, you can continue to hold multiple orders in the early stage and pay close attention to changes in the market. Short positions can wait for the opportunity to intervene in the callback. Investors also need to pay attention to the impact of concentrated return of ships after postponement and the delivery of new ships, and pay attention to the pace of transactions.

Precious metals strategy recommends taking long on dips

Minmetals Futures analyzed that the U.S. inflation data released last night was slightly lower than expected, but retail sales data showed a very significant weakening. Precious metal prices have increased significantly. U.S. overall CPI rose 3.3 percent year-on-year in Aprilaxieinfinityblockchain.4%, 3.4% of the pre-compliance period, which is lower than the previous value of 3.5%. Based on high-frequency consumption data and job market data in the United States, it is certain that a substantial interest rate cut will be entered this year.axieinfinityblockchainWe expect that the subsequent rise in precious metals prices will come after the release of significantly weaker U.S. labor market data. Currently, the price of gold and silver is at a relatively high level, and the return of the price of gold and silver will be in the form of a surge in silver. The precious metals strategy recommends that we mainly go long on dips. The reference operating range of Shanghai gold main company is 554-588 yuan/gram, and the reference operating range of Shanghai bank main company is 7,284 - 7,790 yuan/kg.