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：股指震荡中再试压力位................................................................................................................3国债期货：市场情绪稍有修复，PMI不及预期.............................................................................................3 农产品 蛋白粕：国际大豆偏强运行粕类震荡运行为主..........................................................................................5白糖：国际糖价继续上涨国内糖价承压......................................................................................................5油脂板块：震荡行情延续................................................................................................................................6玉米/玉米淀粉：现货偏强，盘面高位震荡...................................................................................................7生猪：出栏压力好转生猪价格阶段性反弹..................................................................................................8花生：花生现货稳定，花生盘面高位震荡....................................................................................................9鸡蛋：需求表现一般蛋价稳定为主..............................................................................................................9苹果：库存较低苹果基本面偏强................................................................................................................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，成本存在支撑..........................................................................................................13双焦：震荡运行可逢低轻仓试多远月合约.................................................................................................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....................................................................................17铂钯：铂钯价格上周五小幅回调，今晨注意跳空高开风险......................................................................18铜：美铜高升水，非美地区供应担忧加剧..................................................................................................18氧化铝：减产难落地氧化铝持续承压........................................................................................................19电解铝：宏微观共振铝价偏强运行.............................................................................................................20铸造铝合金：铝合金随铝价偏强运行..........................................................................................................21锌：宽幅震荡..................................................................................................................................................22 铅：关注冶炼成本支撑有效性......................................................................................................................23镍：减产刺激镍价反弹库存压制高度.........................................................................................................24不锈钢：供需两弱等待宏观刺激.................................................................................................................25工业硅：区间震荡，短期多单及时兑现收益..............................................................................................25多晶硅：短期偏强，但有回落风险..............................................................................................................26碳酸锂：长线回调充分买入..........................................................................................................................26锡：刚果（金）矿端供应扰动，锡价冲高回落..........................................................................................27 航运板块 集运：船司开启12月下半月宣涨，盘面情绪有所好转............................................................................29 能源化工 原油：地缘矛盾主导，油价宽幅震荡..........................................................................................................30沥青：近端供需偏弱，关注地缘风险..........................................................................................................31燃料油：高低硫基本面均偏弱势..................................................................................................................31PX&PTA：需求有韧性预期偏乐观..............................................................................................................32乙二醇：累库预期仍存..................................................................................................................................33短纤：内需季节性回落..................................................................................................................................34瓶片：淡季需求预期走弱..............................................................................................................................35纯苯苯乙烯：供需偏弱库存偏高................................................................................................................35丙烯：进口减少，库存高位..........................................................................................................................36塑料PP：PE增产、PP减产..........................................