烧碱：趋势仍偏弱 沥青：跟随成本偏弱震荡 黑色商品日报：库存持续去化，钢价震荡运行 棕榈油：关注产地报价 豆油：受美豆和棕榈油走势影响 液化石油气日报：市场需求不佳，成交一般 所长早读 甲醇：反弹格局延续，关注1-5正套 PVC日报：宏观情绪反复，PVC建议观望或是快进快出低吸高抛 生猪：延续博弈格局 玻璃：沙河市场成交价格上涨

每日财经评论 Capital Map: the cost of "being HSBC" Hold: Surprise payout unlikely to be sustainable Hong Kong NDR takeaways Mixed 1H16 results – Buy maintained on undemanding valuation Full service hotel still shining in 1H16-Buy Strong 1H16 results and efforts to turn asset lighter; maintaining Buy Margin compression likely to continue ahead, maintaining Sell 1H16 results: Mounting losses, but 2H volume guidance not so bad 1H16: Striking a balance between special div vs. strong asset growth