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 金融衍生品 股指尝试上攻....................................................................................................................................................3 农产品 豆粕：美豆盘面大幅反弹国内豆粕减仓上行..............................................................................................4白糖：外糖震荡调整郑糖震荡反弹..............................................................................................................5油脂板块：短期缺乏驱动，盘面震荡偏弱....................................................................................................6玉米/玉米淀粉：玉米和淀粉:新粮现货上量，盘面偏弱震荡....................................................................7生猪：出栏仍有压力价格小幅回落..............................................................................................................8花生：花生油厂仍未大量收购，花生短期底部震荡....................................................................................8鸡蛋：库存去化较慢蛋价震荡偏弱..............................................................................................................9苹果：优果率较差果价表现偏强................................................................................................................10棉花-棉纱：新棉收购进度加快棉价震荡为主...........................................................................................11 黑色金属 钢材：四季度开工项目不足，钢价区间震荡..............................................................................................13双焦：钢厂盈利不佳制约双焦上行空间....................................................................................................13铁矿：中期偏空思路对待..............................................................................................................................14铁合金：跟随反弹，低估值修复后仍可作为空头配置..............................................................................15 有色金属 贵金属：地缘风险波折演绎金银暂时企稳.................................................................................................16铜：宏观情绪回暖，逢低布局多单..............................................................................................................17氧化铝：供应端开始出现边际变化氧化铝窄幅反弹..............................................................................18电解铝：宏观情绪改善与基本面共振铝中期偏强趋势不改..................................................................19铸造铝合金：宏观情绪稳中向好铝合金仍处于震荡上行通道................................................................20锌：暂时观望..................................................................................................................................................21铅：关注资金面对铅价影响..........................................................................................................................22 镍：累库体现过剩镍价承压运行.................................................................................................................23不锈钢：仓单持续下降对近月有提振..........................................................................................................23工业硅：区间震荡，低位多单参与..............................................................................................................24多晶硅：多单持有..........................................................................................................................................24碳酸锂：需求托底，供应存风险，锂价走强..............................................................................................25锡：宏观有所提振，锡价维持高位震荡......................................................................................................26 航运板块 集运：市场继续博弈宣涨落地幅度，关注中美关税谈判进展..................................................................28 能源化工 原油：供应风险再临，油价维持强势..........................................................................................................30沥青：原料风险未化解，单边维持偏强格局..............................................................................................30燃料油：关注地缘冲突和制裁持续性，高硫仍强于低硫..........................................................................31PX&PTA：成本重心抬升需求维持良好........................................................................................................32乙二醇：基差坚挺，四季度供需走向宽松..................................................................................................33短纤：加工费坚挺，价格随原料波动..........................................................................................................34PR(瓶片)：需求由旺季向淡季过渡.............................................................................................................35纯苯苯乙烯：成本重心抬升供需变动有限.................................................................................................35丙烯：成本支撑增强......................................................................................................................................37塑料PP：PP&PE开工环、同比减产...........................................................................................................37烧碱：价格震荡运行......................................................................................................................................38PVC：成交持续寡淡.......................................................................................................................................39纯碱：价格震荡修复.......................................