【期貨盯盤神器專屬文章】霍爾木茲海峽風波加劇了天然氣與化肥流通的不確定性，高昂的農資投入直接擊中了玉米“高耗肥”的軟肋。疊加當前期貨盤面上美玉米與美豆的比價傾斜，機構預測農戶將在2027年大幅倒向運營成本更低的大豆？

At the night session open, most-active contracts on China’s futures exchanges were mostly higher. Shanghai crude (SC) climbed over 3%; benzene, p-xylene, styrene (EB), asphalt and synthetic rubber rose more than 2%; PET bottle flakes approached 2% gains; ethylene glycol (EG) gained just over 1%. On the downside, SHFE silver fell nearly 4%, SHFE tin dropped over 2%, SHFE gold, soda ash and caustic soda lost more than 1%, while international copper slipped about 1%.

Bank of Japan Governor Ueda said he will discuss at every meeting whether rate hikes are necessary.