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：有望再试新高................................................................................................................................3国债期货：短期债市或偏震荡........................................................................................................................4 农产品 豆粕：利多体现明显盘面逐步回落..............................................................................................................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................................................................................................................................7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：入库数据公布市场波动加大............................................................................................................11棉花-棉纱：收购进入高峰棉价震荡略偏强...............................................................................................11 黑色金属 钢材：铁水产量收缩，钢价区间震荡..........................................................................................................13双焦：高位震荡等待新的驱动....................................................................................................................13铁矿：偏空思路对待......................................................................................................................................14铁合金：估值偏低水平，前期空单减持......................................................................................................15 有色金属 贵金属：多空因素交织，贵金属延续区间整理..........................................................................................16铜：消费不足限制价格..................................................................................................................................17氧化铝：供应端减产仍未落地氧化铝震荡磨底.........................................................................................18电解铝：海外供应担忧仍在铝价维持偏强.................................................................................................19铸造铝合金：海外宏观情绪反复铝合金随铝价偏强震荡.........................................................................19锌：关注出口量级..........................................................................................................................................20 铅：空单持有..................................................................................................................................................21镍：供需宽松，成本支撑松动，镍价弱势震荡..........................................................................................22不锈钢：供需偏弱较难给出不锈钢生产利润..............................................................................................23工业硅：区间震荡，逢低买入......................................................................................................................23多晶硅：短期偏弱，回调充分后买入..........................................................................................................24碳酸锂：复产推进，价格承压......................................................................................................................24锡：锡价震荡运行..........................................................................................................................................25 航运板块 集运：11月下半月船司拉涨动力减弱，盘面受到压制...........................................................................27 能源化工 原油：经济前景存忧，油价弱势震荡..........................................................................................................29沥青：弱现实弱预期，沥青价格承压..........................................................................................................30燃料油：高硫供应压力继续增长..................................................................................................................30PX&PTA：检修增加需求尚可.......................................................................................................................32乙二醇：四季度供需走向宽松......................................................................................................................33短纤：需求支撑有限，跟随成本端上涨......................................................................................................33PR(瓶片)：需求由旺季向淡季过渡.............................................................................................................34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：PE&PP环、同比增产...............................................................................................................
