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：市场阶段性稳定粕类震荡运行..........................................................................................................3白糖：巴西糖价继续下跌食糖大趋势偏弱..................................................................................................3油脂板块：短期缺乏驱动，盘面震荡偏弱....................................................................................................4玉米/玉米淀粉：玉米和淀粉:新粮现货上量，盘面偏弱震荡....................................................................5生猪：供应仍有压力生猪反弹受阻..............................................................................................................6花生：花生油厂仍未大量收购，花生短期底部震荡....................................................................................7鸡蛋：库存去化较慢蛋价震荡偏弱..............................................................................................................7苹果：优果率较差果价表现偏强..................................................................................................................8棉花-棉纱：新棉收购进度加快棉价震荡为主.............................................................................................9 黑色金属 钢材：原料带动钢材上涨，上方压力仍存..................................................................................................11双焦：供给有扰动价格有支撑....................................................................................................................11铁矿：中期偏空思路对待..............................................................................................................................12铁合金：低估值带动反弹，但持续性预计有限..........................................................................................13 有色金属 贵金属：多空博弈激烈金银陷入调整........................................................................................................14铜：短期震荡整固，长期趋势不变..............................................................................................................15氧化铝：供应端开始出现边际变化氧化铝低位磨底为主........................................................................16电解铝：宏观情绪改善与基本面共振铝中期偏强趋势不改....................................................................17铸造铝合金：宏观恐慌情绪改善铝合金价逢低看多.................................................................................18锌：暂时观望..................................................................................................................................................19铅：供应逐步恢复铅价或有所回落.............................................................................................................20镍：累库体现过剩镍价承压运行.................................................................................................................20不锈钢：仓单持续下降对近月有提振..........................................................................................................21 工业硅：短期窄幅震荡..................................................................................................................................22多晶硅：前期支撑位附近逢低买入..............................................................................................................22碳酸锂：需求托底，供应存风险，锂价走强..............................................................................................23锡：宏观情绪有所降温，锡价围绕整数关口盘整......................................................................................23 航运板块 集运：11月船司新增空班计划，中东地缘局势进展依旧曲折.................................................................25 能源化工 原油：地缘矛盾升温，油价走势偏强..........................................................................................................27沥青：原料风险升级，成本支撑强劲..........................................................................................................28燃料油：低硫供应压力持续，高硫市场较低硫偏强..................................................................................28PX&PTA：油价波动增加供需面变动有限....................................................................................................29乙二醇：短期乙二醇基差坚挺，四季度供需走向宽松..............................................................................30短纤：加工费坚挺，价格随原料波动..........................................................................................................31PR(瓶片)：需求由旺季向淡季过渡.............................................................................................................32纯苯苯乙烯：新装置投产中长期有累库压力.............................................................................................32丙烯：成本支撑增强......................................................................................................................................34塑料PP：空单离场，关注支撑.....................................................................................................................34烧碱：价格震荡运行......................................................................................................................................35PVC：弱势震荡...............................................................................................................................................36纯碱：价格震荡修复......................................................................................................................................37玻璃：价格震荡........................................