CBOT农产品晚间分析：种植面积历史高位遇上国际油价飙升，CBOT玉米因对地缘局势加剧担忧而上涨，农产品市场的"能源溢价"还能膨胀多久？天气变量又将如何改写市场预期？

TESLA 1Q MODEL 3/Y DELIVERIES 341,893, EST. 353,928 TESLA 1Q MODEL 3/Y PRODUCTION 394,611, EST. 377,147 TESLA 1Q OTHER MODELS PRODUCTION 13,775, +18% Q/Q TESLA 1Q OTHER MODELS DELIVERIES 16,130, EST. 12,393

Foreign investors sold a net ¥1.51 trillion ($9.5 billion) of Japanese equities in the week to March 27, the most since September 2024, extending a three-week outflow streak, Japan Exchange Group data show. The selloff coincided with the worst monthly drop since 2008, with Topix and Nikkei 225 down over 11% in March. Losses contrast with earlier gains driven by fiscal optimism under Sanae Takaichi. Japan’s oil reliance heightens vulnerability to rising crude, worsening pressure.