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 股指期货：回落再受支撑................................................................................................................................3国债期货：冲高回落，适度止盈....................................................................................................................4 农产品 豆粕：贸易关系好转粕类偏强运行..............................................................................................................5白糖：国际糖价大趋势走弱国内糖价震荡偏弱..........................................................................................5油脂板块：震荡磨底阶段................................................................................................................................6玉米/玉米淀粉：现货稳定，盘面窄幅震荡...................................................................................................8生猪：出栏压力继续体现价格维持低位......................................................................................................8花生：花生现货继续反弹，花生短期底部震荡............................................................................................9鸡蛋：淘鸡有所增加蛋价有所企稳............................................................................................................10苹果：入库数据今日公布预计市场波动加大............................................................................................11棉花-棉纱：收购进入高峰棉价震荡略偏强...............................................................................................12 黑色金属 钢材：铁水产量收缩，钢价区间震荡..........................................................................................................14双焦：高位震荡等待回调后做多的机会....................................................................................................14铁矿：偏空思路对待......................................................................................................................................15铁合金：估值偏低水平，前期空单减持......................................................................................................16 有色金属 贵金属：多空因素交织，贵金属延续区间整理..........................................................................................17铜：下游采购情绪回暖..................................................................................................................................18氧化铝：供应端减产仍未落地氧化铝震荡磨底.........................................................................................19电解铝：需求端韧性明显铝价逢低看多.....................................................................................................20铸造铝合金：季节性旺季来临铝合金逢低看多.........................................................................................21锌：暂时观望..................................................................................................................................................22 铅：关注国内库存情况..................................................................................................................................23镍：供需宽松，成本支撑松动，镍价震荡走弱..........................................................................................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，逢低买入......................................................................................................................25多晶硅：回调买入..........................................................................................................................................25碳酸锂：供需偏紧高位运行........................................................................................................................26锡：供需双弱，警惕宏观情绪扩大振幅......................................................................................................27 航运板块 集运：11月下半月船司拉涨动力减弱，观察12月宣涨落地情况.........................................................29 能源化工 原油：海外柴油裂解强势，油价估值存在支撑..........................................................................................30沥青：成本支撑有限，供需边际走弱..........................................................................................................31燃料油：高硫现货疲弱，低硫中期供应压力仍存......................................................................................32PX&PTA：成本缺乏支撑供需变动有限.......................................................................................................32乙二醇：四季度供需走向宽松......................................................................................................................33短纤：需求支撑有限......................................................................................................................................34PR(瓶片)：需求由旺季向淡季过渡.............................................................................................................35纯苯苯乙烯：短期价格震荡..........................................................................................................................35丙烯：供应压力仍在，价格下行..................................................................................................................36塑料PP：空单持有.........................................................................................................................................37烧碱：烧碱价格偏弱........................