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：板块再轮动股指仍震....................................................................................................................3国债期货：股债跷跷板效应明显，债市延续震荡........................................................................................4 农产品 蛋白粕：供应压力好转盘面支撑较强..........................................................................................................5白糖：巴西增产或不及预期国际糖价大涨................................................................................................5油脂板块：油脂涨幅有限，维持震荡运行....................................................................................................7玉米/玉米淀粉：现货上涨，盘面偏强震荡...................................................................................................8生猪：供应压力增加现货继续回落..............................................................................................................9花生：花生现货偏强，花生短期偏强震荡....................................................................................................9鸡蛋：需求有所改善蛋价略有回升............................................................................................................10苹果：新一期入库量将公布预计市场波动较大......................................................................................11棉花-棉纱：采摘进入尾声棉价震荡为主.....................................................................................................12 黑色金属 钢材：原料成本承压，钢价区间震荡..........................................................................................................14双焦：市场情绪降温震荡调整....................................................................................................................14铁矿：偏空思路对待......................................................................................................................................15铁合金：成本有所支撑，前期空单减持......................................................................................................16 有色金属 贵金属：美国政府重启在即，贵金属短期偏强震荡格局延续..................................................................17铜：短期震荡..................................................................................................................................................18氧化铝：关注减产落地警惕基差带动的抛压..........................................................................................19电解铝：宏微观共振铝价偏强运行............................................................................................................20铸造铝合金：海外降息预期提高铝合金随铝价高位震荡........................................................................21锌：关注出口量级..........................................................................................................................................22 铅：关注国内社会库存变化..........................................................................................................................22镍：成本松动镍价震荡走弱........................................................................................................................23不锈钢：供需两弱原料承压........................................................................................................................24工业硅：区间震荡..........................................................................................................................................25多晶硅：短期震荡看待，区间操作..............................................................................................................25碳酸锂：供需偏紧高位运行.........................................................................................................................26锡：宏观及供应短缺情绪加剧推高锡价......................................................................................................27 航运板块 集运：11月下运费逐渐明朗盘面情绪有所消化，关注02交割结算日期...............................................28 能源化工 原油：过剩预期强化，油价重回低位..........................................................................................................29沥青：成本支撑乏力，沥青估值被动修复..................................................................................................29燃料油：高硫供应环比减少，低硫短期缺口仍存......................................................................................30PX&PTA：短期价格震荡偏弱.........................................................................................................................31乙二醇：四季度供需走向宽松，存累库预期..............................................................................................32短纤：产销偏弱，库存上升..........................................................................................................................32PR(瓶片)：淡季需求改善力度有限.............................................................................................................33纯苯苯乙烯：内盘供需偏弱短期价格震荡.................................................................................................34丙烯：供应压力仍在，产业链整体偏弱运行..............................................................................................35塑料PP：L合约空单持有..............................................................................................................................35烧碱：烧碱价格偏弱................................................................................................