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：市场仍有反复................................................................................................................................3国债期货：缺少共识，情绪转弱....................................................................................................................4 农产品 蛋白粕：国内库存维持高位盘面震荡运行..................................................................................................5白糖：巴西榨季逐渐进入尾声北半球陆续开榨..........................................................................................5油脂板块：震荡行情延续................................................................................................................................6玉米/玉米淀粉：现货偏强，盘面继续上涨...................................................................................................7生猪：出栏压力体现现货继续回落..............................................................................................................8花生：花生现货稳定，花生短期底部震荡....................................................................................................9鸡蛋：需求表现一般蛋价稳中有落................................................................................................................9苹果：需求表现一般果价稳定为主............................................................................................................10棉花-棉纱：基本面矛盾不大棉价震荡为主...............................................................................................11 黑色金属 钢材：钢价区间震荡，铁水仍有压减空间..................................................................................................13双焦：市场情绪仍偏弱..................................................................................................................................13铁矿：偏空思路对待......................................................................................................................................14铁合金：减产趋势下价格底部震荡..............................................................................................................15 有色金属 金银：多空因素交织金银维持高位震荡.....................................................................................................16铜：美降息预期提高，铜价受到支撑..........................................................................................................17氧化铝：实质性减产仍未兑现关注仓单转现............................................................................................18电解铝：降息预期强化但能源价格下跌沪铝震荡....................................................................................18铸造铝合金：铝合金随铝价震荡为主..........................................................................................................19锌：宽幅震荡..................................................................................................................................................20 铅：区间偏弱震荡..........................................................................................................................................21镍：减产刺激镍价反弹库存压制高度.........................................................................................................22不锈钢：供需两弱跟随原料反弹.................................................................................................................22工业硅：区间震荡，高抛低吸......................................................................................................................23多晶硅：短期观望..........................................................................................................................................23碳酸锂：资金情绪乐观盘面延续强势.........................................................................................................24锡：供应紧张，锡价支撑偏强......................................................................................................................25 航运板块 集运：50周现货调降带动盘面下跌，12月落地预期较为悲观................................................................26 能源化工 原油：俄乌停火有望达成，风险溢价大幅回落..........................................................................................27沥青：油价持续走弱，沥青支撑有限..........................................................................................................27燃料油：高硫偏弱势维持，低硫供应较预期增长......................................................................................28PX&PTA：现实偏弱预期偏强......................................................................................................................29乙二醇：累库预期仍存..................................................................................................................................30短纤：内需季节性回落..................................................................................................................................31PR(瓶片)：淡季需求预期走弱.....................................................................................................................31纯苯苯乙烯：进口到港增加库存预期上升.................................................................................................32丙烯：供给压力依然较大，库存高位..........................................................................................................33塑料PP：弱势下行.......................................................................................................