
观点与策略 请务必阅读正文之后的免责条款部分1黄金:高位震荡..................................................................................................................................................................................3白银:小幅回落..................................................................................................................................................................................3铜:库存增加,价格调整...............................................................................................................................................................5铝:触及阶段高点回调....................................................................................................................................................................7氧化铝:低位反弹.............................................................................................................................................................................7锌:社库累增,价格承压...............................................................................................................................................................9铅:再生铅成本高企,支撑价格...............................................................................................................................................11镍:中间品价格坚挺,电积经济性持稳运行........................................................................................................................13不锈钢:现实基本面偏弱,钢价承压运行.............................................................................................................................13锡:高位回落....................................................................................................................................................................................15工业硅:多头撤资,盘面回落为主...........................................................................................................................................17铁矿石:高位震荡反复..................................................................................................................................................................19螺纹钢:地产数据疲弱,弱势震荡...........................................................................................................................................21热轧卷板:需求走弱,弱势震荡...............................................................................................................................................21硅铁:成本估值下移,偏弱震荡...............................................................................................................................................23锰硅:板块情绪反复,价格承压...............................................................................................................................................23焦炭:情绪反复,宽幅震荡.........................................................................................................................................................25焦煤:情绪反复,宽幅震荡.........................................................................................................................................................25动力煤:企稳运行...........................................................................................................................................................................27玻璃:短线反弹难延续中期震荡.............................................................................................................................................29PTA:短期震荡市,中期仍偏强.................................................................................................................................................31MEG:关注9-1正套......................................................................................................................................................................31橡胶:震荡偏弱................................................................................................................................................................................35沥青:高位震荡................................................................................................................................................................................37LLDPE:中期震荡市........................................................................................................................................................................39PP:短期偏弱中期震荡市............................................................................................................................................................41纸浆:宽幅震荡................................................................................................................................................................................43甲醇:9-1反套 .................................................................................................................................................................................45尿素:现货偏弱,盘面震荡.........................................................................................................................................................47苯乙烯:正套持有...........................