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：仍有反弹动力................................................................................................................................3国债期货：关注央行购债规模........................................................................................................................4 农产品 蛋白粕：国际大豆供应压力增加盘面逐步回落..........................................................................................5白糖：国际糖价大跌国内糖价震荡..............................................................................................................5油脂板块：震荡行情延续................................................................................................................................7玉米/玉米淀粉：现货偏强，盘面高位震荡...................................................................................................8生猪：出栏节奏放缓猪价小幅反弹..............................................................................................................9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............................................................................................................10苹果：库存较低苹果基本面偏强................................................................................................................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：钢价区间震荡，成本存在支撑..........................................................................................................14双焦：底部震荡运行......................................................................................................................................14铁矿：高位偏空思路对待..............................................................................................................................15铁合金：成本推动短期反弹，需求压制反弹高度......................................................................................16 有色金属 金银：黄金偏强震荡白银再创新高.............................................................................................................17铂钯：总体跟随金银上涨趋势警惕套利引发回调风险.............................................................................18铜：日本加息预期引发流动性担忧..............................................................................................................19氧化铝：短期检修影响有限关注仓单成交.................................................................................................20电解铝：宏微观共振铝价偏强震荡.............................................................................................................20铸造铝合金：铝合金随铝价偏强震荡..........................................................................................................21锌：宽幅震荡..................................................................................................................................................22 铅：区间震荡..................................................................................................................................................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，逢高沽空......................................................................................................................26多晶硅：短期偏强，警惕冲高回落..............................................................................................................26碳酸锂：长线回调充分买入..........................................................................................................................27锡：供需紧平衡，锡价或高位震荡..............................................................................................................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：地缘矛盾持续，油价小幅反弹..........................................................................................................30沥青：现货弱势运行，盘面估值低位..........................................................................................................30燃料油：Al-Zour炼厂装置延迟回归.............................................................................................................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..............................................................................................................................34纯苯苯乙烯：供需偏弱库存偏高.................................................................................................................35丙烯：进口减少，库存高位.................................................