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：美股反弹有利风偏提升................................................................................................................3国债期货：债市情绪不弱，但短期或仍难有趋势........................................................................................4 农产品 蛋白粕：出口前景好转美豆支撑仍存..........................................................................................................5白糖：国际糖价震荡调整国内糖价略偏强..................................................................................................5油脂板块：10月马棕如期累库，油脂震荡磨底...........................................................................................7玉米/玉米淀粉：现货反弹，盘面偏强震荡...................................................................................................7生猪：出栏压力稳定价格震荡运行..............................................................................................................8花生：花生现货稳定，花生短期底部震荡....................................................................................................9鸡蛋：需求有所改善蛋价略有回升..............................................................................................................10苹果：新果陆续入库果价稳定为主..............................................................................................................11棉花-棉纱：采摘进入尾声棉价震荡为主.....................................................................................................12 黑色金属 钢材：螺纹供应增长，钢价区间震荡..........................................................................................................13双焦：短期震荡调整等待回调后做多的机会............................................................................................13铁矿：偏空思路对待......................................................................................................................................14铁合金：成本有所支撑，前期空单减持......................................................................................................15 有色金属 贵金属：市场流动性预期提振，贵金属震荡走强......................................................................................16铜：短期震荡..................................................................................................................................................17氧化铝：现货成交止跌带动价格反弹警惕基差带动的抛压..................................................................18电解铝：海外供应担忧仍在铝价震荡偏强................................................................................................19铸造铝合金：海外宏观情绪反复铝合金随铝价偏强震荡.........................................................................20锌：关注出口量级..........................................................................................................................................21 铅：区间震荡..................................................................................................................................................22镍：成本松动镍价震荡走弱.........................................................................................................................23不锈钢：不锈钢：供需两弱原料承压........................................................................................................23工业硅：多单持有，区间高点附近及时兑现收益......................................................................................24多晶硅：回调充分后买入..............................................................................................................................25碳酸锂：供需偏紧高位运行.........................................................................................................................25锡：宏观推动锡价行......................................................................................................................................26 航运板块 集运：宣涨落地预期下调，关注马士基开舱价..........................................................................................28 能源化工 原油：风险偏好略有回升，制裁持续扰动油价..........................................................................................30沥青：现货维持弱势，成本略有支撑..........................................................................................................30燃料油：低硫短期供应缺口支撑..................................................................................................................31PX&PTA：成本支撑有限需求尚可................................................................................................................32乙二醇：四季度供需走向宽松，累库预期仍存..........................................................................................33短纤：产销偏弱，库存上升..........................................................................................................................34PR(瓶片)：淡季需求改善力度有限.............................................................................................................34纯苯苯乙烯：供需格局偏弱短期价格震荡.................................................................................................35丙烯：供应压力仍在，维持弱势..................................................................................................................36塑料PP：关注支撑，PP空单离场................................................................................................................36烧碱：烧碱价格偏弱..................................................................