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：连续冲高回落凸显反弹阻力........................................................................................................3国债期货：情绪仍偏谨慎，修复动能不强....................................................................................................4 农产品 蛋白粕：国际市场近端压力有限价格反弹走强..........................................................................................5白糖：国际糖价较为强势国内糖价承压上涨..............................................................................................5油脂板块：高频数据有所好转，油脂震荡上涨............................................................................................6玉米/玉米淀粉：现货偏强，盘面高位震荡...................................................................................................7生猪：出栏压力稳定价格窄幅震荡..............................................................................................................8花生：花生现货上涨，花生盘面偏强震荡....................................................................................................9鸡蛋：需求表现一般蛋价稳定为主..............................................................................................................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：12月降息再成基准情景金银维持偏强走势....................................................................................16铂钯：广期所首日上市铂钯拉动全球市场共振.........................................................................................17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氧化铝压力不减........................................................................................18电解铝：海外市场情绪反复铝价随板块震荡.............................................................................................19铸造铝合金：铝合金随铝价震荡运行..........................................................................................................20 锌：宽幅震荡..................................................................................................................................................21铅：关注冶炼成本支撑有效性......................................................................................................................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.................................................................................................................23工业硅：区间震荡，多单及时兑现收益......................................................................................................23多晶硅：短期或冲高回落..............................................................................................................................24碳酸锂：长线回调充分买入..........................................................................................................................24锡：刚果（金）矿端供应扰动，锡价冲高回落..........................................................................................25 航运板块 集运：12月落地预期较为悲观，关注船司宣涨节奏.................................................................................27 能源化工 原油：短期驱动有限，油价维持震荡..........................................................................................................28沥青：现货仍有压力，盘面震荡偏弱..........................................................................................................28燃料油：高硫偏弱势维持，低硫供应继续增长..........................................................................................29PX&PTA：现实偏弱预期偏强......................................................................................................................30乙二醇：累库预期仍存..................................................................................................................................31短纤：内需季节性回落..................................................................................................................................32纯苯苯乙烯：供需偏弱库存偏高.................................................................................................................33丙烯：供给压力依然较大，库存高位..........................................................................................................34塑料PP：国内规模企业库存增速放缓.........................................................................................................35PVC：弱势反弹..............................................................................