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：股指再受考验................................................................................................................................3国债期货：单边暂缺驱动，关注移仓节奏....................................................................................................4 农产品 豆粕：利多体现充分盘面回落增加..............................................................................................................5白糖：巴西制糖比下降国际糖价大涨..........................................................................................................5油脂板块：油脂分化明显，震荡行情延续....................................................................................................7玉米/玉米淀粉：玉米和淀粉:现货继续上涨，盘面偏强震荡....................................................................8生猪：供应压力增加现货继续回落..............................................................................................................8花生：花生现货偏强，花生短期仍底部震荡................................................................................................9鸡蛋：需求表现一般蛋价稳中有落..............................................................................................................10苹果：新一期入库量公布果价稳中有涨....................................................................................................11棉花-棉纱：基本面矛盾不大棉价震荡为主...............................................................................................12 黑色金属 钢材：钢材出现复产，钢价区间震荡..........................................................................................................13双焦：底部有支撑，等待新的驱动..............................................................................................................13铁矿：偏空思路对待......................................................................................................................................14铁合金：供需双弱，成本支撑区间震荡......................................................................................................15 有色金属 贵金属：美联储再发鹰派信号贵金属跳水.................................................................................................16铜：短期震荡..................................................................................................................................................17氧化铝：关注减产落地警惕基差带动的抛压............................................................................................18电解铝：关注本周经济数据铝基本面仍坚挺............................................................................................19铸造铝合金：铝合金随铝价运行为主..........................................................................................................19锌：宽幅震荡..................................................................................................................................................20 铅：区间震荡..................................................................................................................................................21镍：成本松动镍价震荡走弱.........................................................................................................................22不锈钢：供需两弱原料承压.........................................................................................................................23工业硅：震荡偏弱..........................................................................................................................................23多晶硅：平台公司落地之前，震荡看待......................................................................................................24碳酸锂：高位分歧加大谨防冲高回落........................................................................................................24锡：锡价冲高回落..........................................................................................................................................25 航运板块 集运：02交割日敲定，预计盘面向上修复贴水.........................................................................................27 能源化工 原油：地缘冲突暂未升级，油价回归震荡运行..........................................................................................29沥青：现货短暂企稳，上行动力仍不足......................................................................................................29燃料油：高硫供应压力小幅缓解，低硫短期供应缺口支撑......................................................................30PX&PTA：短期价格震荡.................................................................................................................................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，库存上升..........................................................................................................................33PR(瓶片)：淡季需求改善力度有限.............................................................................................................34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：国内宏观流动性依然宽松.............................................................................................................36烧碱：烧碱价格偏弱.......