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：新高之后再受考验........................................................................................................................3国债期货：金融指标如期偏弱，关注周五经济数据....................................................................................4 农产品 豆粕：市场利多支撑美豆偏强运行..............................................................................................................6白糖：国际糖价震荡国内糖价略强..............................................................................................................6油脂板块：油脂分化明显，整体维持震荡....................................................................................................7玉米/玉米淀粉：现货上涨，盘面偏强震荡...................................................................................................8生猪：供应节奏放缓现货阶段性反弹..........................................................................................................9花生：花生现货偏强，花生短期偏强震荡..................................................................................................10鸡蛋：需求有所改善蛋价略有回升............................................................................................................11苹果：新一期入库量将公布预计市场波动较大......................................................................................12棉花-棉纱：采摘进入尾声棉价震荡为主.....................................................................................................13 黑色金属 钢材：原料成本承压，钢价区间震荡..........................................................................................................14双焦：短期驱动不明显延续震荡整理........................................................................................................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：联储鹰派措辞打压市场部分贵金属多头获利了结....................................................................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：警惕宏观情绪边际变化铝基本面仍坚挺....................................................................................20铸造铝合金：铝合金随铝价高位震荡..........................................................................................................21锌：关注出口量级..........................................................................................................................................21 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........................................................................................................................23工业硅：震荡偏弱..........................................................................................................................................24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.........................................................................................................................25锡：锡价高位震荡..........................................................................................................................................26 航运板块 集运：12月挺价预期仍在，关注02交割结算日期...................................................................................28 能源化工 原油：近端矛盾有限，油价修复前期超跌..................................................................................................29沥青：现货表现偏弱，沥青上行动力有限..................................................................................................29燃料油：高硫供应环比减少，低硫短期缺口仍存......................................................................................30PX&PTA：市场情绪提振成交偏弱................................................................................................................31乙二醇：煤制开工走低，受装置影响价格反弹..........................................................................................32短纤：产销偏弱，下游原料库存不高..........................................................................................................33PR(瓶片)：淡季需求改善力度有限.............................................................................................................33纯苯苯乙烯：调油需求好转市场情绪提振.................................................................................................34丙烯：负荷继续上升，下游工厂补货..........................................................................................................35塑料PP：PE&PP连续增产.............................................................................................................................36烧碱：烧碱价格偏弱..................................................
