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：利发助力股指................................................................................................................................3国债期货：表现结构分化，等待企稳信号....................................................................................................4 农产品 蛋白粕：报告或有利空影响盘面整体承压..................................................................................................5白糖：国际糖价震荡国内糖价疲软..............................................................................................................5油脂板块：油脂呈现分化，震荡行情延续....................................................................................................6玉米/玉米淀粉：现货偏强，盘面震荡回落...................................................................................................7生猪：现货阶段性反弹关注支撑表现..........................................................................................................8花生：花生现货稳定，花生盘面震荡回落....................................................................................................9鸡蛋：需求表现一般蛋价有所回落..............................................................................................................9苹果：冷库果量偏低果价有所支撑............................................................................................................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：市场情绪反复，钢价震荡运行..........................................................................................................13双焦：情绪偏弱，等待冬储启动..................................................................................................................13铁矿：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：市场聚焦美联储信号金银波动或加剧.............................................................................................16铂钯：铂择机逢低布多钯震荡运行.............................................................................................................17铜：非美长期供应担忧加剧，铜价走高......................................................................................................18氧化铝：仓单到期压力消化前氧化铝偏弱运行.........................................................................................19电解铝：本周关注美联储议息会议铝基本面支撑明显............................................................................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：过剩收窄促使镍价反弹..........................................................................................................................23不锈钢：弱势震荡等待政策刺激..................................................................................................................24工业硅：西北环保压力再起，短期或有反弹..............................................................................................25多晶硅：交割品牌增加，短期偏弱..............................................................................................................25碳酸锂：供应重回关注锂价延续回调.........................................................................................................26锡：锡价上涨动力不足，关注宏观影响......................................................................................................27 航运板块 集运：船司开始1月宣涨，盘面预计短期高位震荡..................................................................................28 能源化工 原油：地缘扰动持续，油价震荡运行..........................................................................................................29沥青：货供需偏弱，沥青弱势震荡..............................................................................................................29燃料油：高低硫均维持偏弱基本面..............................................................................................................30天然气：LNG维持弱势，美气突破向上......................................................................................................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：短纤工厂存累库预期..........................................................................................................................35瓶片：淡季需求预期走弱..............................................................................................................................35丙烯：库存压制，价格下跌..................................................