期货眼·日迹：每日早盘观察
每 日早 盘 观 察 每日早盘观察 目录 农产品 豆粕：新增变化有限盘面小幅震荡..............................................................................................................3白糖：外糖价格再次下跌内外糖大趋势偏弱..............................................................................................3油脂板块：短期维持震荡................................................................................................................................4玉米/玉米淀粉：新粮压力减弱，盘面继续反弹...........................................................................................5生猪：出栏压力维持现货小幅反弹..............................................................................................................6花生：产区天气仍有影响，花生短期偏强震荡............................................................................................7鸡蛋：需求变化不大蛋价有所企稳..............................................................................................................8苹果：优果率不高果价稳中有涨..................................................................................................................9棉花-棉纱：新棉陆续上市棉价偏弱震荡为主...........................................................................................10 黑色金属 钢材：旺季需求落空，钢价压力仍存..........................................................................................................11双焦：驱动不明显震荡运行........................................................................................................................11铁矿：中期偏空思路对待..............................................................................................................................12铁合金：需求有压力，估值与成本存支撑，底部震荡..............................................................................13 有色金属 贵金属：流动性宽松预期下金银强势不改.................................................................................................14铜：短期铜价存在整固需求，长期趋势不变..............................................................................................14氧化铝：供需过剩带动偏弱走势不变..........................................................................................................15电解铝：短期恐慌不改变中期偏强趋势......................................................................................................16铸造铝合金：短期宏观情绪干扰仍在废铝价格或相对坚挺....................................................................17锌：多空因素交织逢高可布局空单.............................................................................................................18铅：供需双弱，警惕铅价高位回落..............................................................................................................19镍：累库体现过剩镍价承压运行.................................................................................................................19不锈钢：需求不济考验成本支撑..................................................................................................................20 工业硅：区间震荡，高抛低吸......................................................................................................................21多晶硅：偏强看待..........................................................................................................................................21碳酸锂：需求托底，供应不确定，锂价震荡偏强运行..............................................................................22锡：供需双弱，关注缅甸复产进展..............................................................................................................22 航运板块 集运：宣涨等多方因素为盘面提供支撑，中东地缘局势进展或仍有反复..............................................24 能源化工 原油：市场扰动频繁，油价维持震荡........................................................................................................26沥青：现货需求弱势，成本低位震荡........................................................................................................26燃料油：高硫进料需求支撑，低硫现货疲弱............................................................................................27PX&PTA：供需偏弱偏空思路........................................................................................................................28乙二醇：四季度有累库预期，供需走向宽松..............................................................................................29短纤：聚酯原料累库压力仍存，聚酯需求预期走弱................................................................................30PR(瓶片)：聚酯原料累库压力仍存，聚酯需求预期走弱........................................................................30纯苯苯乙烯：维持偏空思路........................................................................................................................31丙烯：供应宽松，需求有走弱预期............................................................................................................32塑料PP：地产数据不佳，空单持有...........................................................................................................33烧碱：现货稳定，价格震荡运行................................................................................................................33PVC：供需格局不变，成交寡淡.................................................................................................................34纯碱：价格震荡，降速放缓........................................................................................................................35玻璃：负反馈加剧，价格下跌.............................................................