银河期货每日早盘观察
每 日早 盘 观 察 每日早盘观察 目录 金融衍生品 股指期货：震荡上行将继续............................................................................................................................3国债期货：央行重启国债买卖点燃做多热情................................................................................................4 农产品 豆粕：贸易关系迎来好转美豆大幅上涨......................................................................................................5白糖：暂停进口预拌粉糖价外弱内强..........................................................................................................5油脂板块：短期盘面震荡略偏弱....................................................................................................................6玉米/玉米淀粉：玉米继续上量，盘面偏弱震荡...........................................................................................7生猪：出栏压力减少现货偏强运行..............................................................................................................8花生：花生油厂仍未大量收购，花生短期底部震荡....................................................................................9鸡蛋：淘鸡有所增加蛋价有所企稳..............................................................................................................9苹果：新季果质量较差客商采购积极........................................................................................................10棉花-棉纱：收购进入高峰棉价震荡略偏强...............................................................................................11 黑色金属 钢材：钢矿接力补涨，钢价继续走强..........................................................................................................13双焦：底部有支撑上行有阻力....................................................................................................................13铁矿：中期偏空思路对待..............................................................................................................................14铁合金：宏观情绪带动反弹，但供需压力仍存..........................................................................................15 有色金属 贵金属：风险情绪提振贵金属下破重要关口.............................................................................................16铜：宏观情绪回暖，逢低布局多单..............................................................................................................17氧化铝：供应端存减产预期氧化铝窄幅反弹............................................................................................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：全球贸易局势缓和铝合金仍处于震荡上行通道................................................................20锌：逢低可轻仓试多......................................................................................................................................21 铅：关注资金面影响铅价或高位回落........................................................................................................22镍：宏观利好，供需宽松，镍价维持区间运行..........................................................................................23不锈钢：供需偏弱较难给出不锈钢生产利润..............................................................................................24工业硅：区间震荡，低位多单参与..............................................................................................................24多晶硅：多单持有..........................................................................................................................................25碳酸锂：供需偏紧，涨势仍未结束..............................................................................................................25锡：宏观情绪向好，锡价震荡上行..............................................................................................................26 航运板块 集运：10/27日SCFIS超预期，现货仍存分歧.............................................................................................28 能源化工 原油：地缘暂未升级，增产利空再临..........................................................................................................30沥青：成本支撑尚可，供需预期走弱..........................................................................................................30燃料油：高硫需求仍有支撑，低硫现货贴水小幅回升..............................................................................31PX&PTA：反内卷会议下市场情绪提振.........................................................................................................32乙二醇：基差坚挺，四季度供需走向宽松..................................................................................................33短纤：需求支撑有限，加工费向上空间或有限..........................................................................................34PR(瓶片)：需求由旺季向淡季过渡.............................................................................................................35纯苯苯乙烯：成本存在支撑供需变动有限................................................................................................35丙烯：供应压力仍在，需求平稳..................................................................................................................37塑料PP：多单持有.........................................................................................................................................37烧碱：价格震荡运行......................................................................................................................................38PVC：短期底部震荡..................