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：摩尔线程上市有望带动反弹......................................................................................................3国债期货：情绪或有修复，短线空单止盈....................................................................................................4 农产品 蛋白粕：报告或有阶段性调整盘面整体压力仍存......................................................................................5白糖：广西进入开榨高峰国内糖价震荡......................................................................................................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：出栏方面仍有压力价格小幅回落......................................................................................................8花生：花生现货稳定，花生盘面高位震荡....................................................................................................9鸡蛋：需求表现一般蛋价有所回落..............................................................................................................9苹果：库存较低苹果基本面偏强................................................................................................................10棉花-棉纱：新棉销售较好棉价震荡偏强...................................................................................................11 黑色金属 钢材：钢价区间震荡，成本存在支撑..........................................................................................................13双焦：底部震荡运行可逢低试多.................................................................................................................13铁矿：高位偏空思路对待..............................................................................................................................14铁合金：成本推动短期反弹，需求压制反弹高度......................................................................................15 有色金属 金银：黄金持稳白银回调............................................................................................................................16铂钯：铂择机逢低布多钯震荡运行............................................................................................................17铜：lme注销仓单继续增加，铜价走高.......................................................................................................17氧化铝：仓单到期仍在氧化铝偏弱运行....................................................................................................19电解铝：降息预期渐强铝基本面支撑明显................................................................................................20铸造铝合金：铝合金随铝价运行为主..........................................................................................................21锌：宽幅震荡..................................................................................................................................................21 铅：区间震荡..................................................................................................................................................22镍：12月供增需减关注宏观变化...............................................................................................................23不锈钢：供需两弱等待宏观刺激.................................................................................................................24工业硅：供需趋于宽松，震荡偏弱..............................................................................................................25多晶硅：收储落地预期再起，盘面价格波动放大......................................................................................25碳酸锂：中线承压回调..................................................................................................................................26锡：锡价近期表现较强力..............................................................................................................................27 航运板块 集运：MSK发布1月宣涨函，盘面预计短期高位震荡..............................................................................28 能源化工 原油：地缘风险难平息，油价维持宽幅震荡..............................................................................................29沥青：供需维持弱势，沥青支撑有限..........................................................................................................29燃料油：高低硫均维持偏弱基本面..............................................................................................................30天然气：LNG继续下跌，美气涨破5美元..................................................................................................31PX&PTA：PX供应维持充裕PTA累库预期仍存............................................................................................32BZ&EB：成本缺乏支撑库存有待去化..........................................................................................................33乙二醇：累库预期仍存，价格下跌..............................................................................................................34短纤：短纤工厂库存存累库预期..................................................................................................................35瓶片：淡季需求预期走弱..............................................................................................................................35丙烯：成本存支撑，外盘丙烷上调...................