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：金融搭台科技唱戏........................................................................................................................3国债期货：重要会议过后，债市情绪缓和....................................................................................................4 农产品 蛋白粕：短期利空较多盘面承压下行..........................................................................................................5白糖：国际糖价震荡偏弱国内糖价震荡......................................................................................................5油脂板块：国内油脂有所去库，盘面维持震荡运行....................................................................................6玉米/玉米淀粉：现货稳定，盘面继续回落...................................................................................................7生猪：市场接受度增加盘面有所反弹..........................................................................................................8花生：大型油厂开始收购，花生盘面冲高回落............................................................................................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：新棉销售较好棉价震荡偏强...................................................................................................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：成本有支撑，需求存压制..............................................................................................................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：价格高位震荡等待联储议息决议.....................................................................................................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震荡运行.................................................................................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..........................................................................................................20锌：宽幅震荡..................................................................................................................................................21 铅：区间震荡..................................................................................................................................................22镍：镍价反弹后仍有下行压力......................................................................................................................23不锈钢：弱势震荡等待政策刺激..................................................................................................................23工业硅：石河子硅厂并未明显减产，短期偏弱..........................................................................................24多晶硅：区间震荡，回调买入......................................................................................................................24碳酸锂：供应重回关注锂价延续回调.........................................................................................................25锡：供需无明显改善，关注宏观影响..........................................................................................................26 航运板块 集运：SCFIS指数不及预期，12合约盘面受到压制...................................................................................28 能源化工 原油：供应施压叠加地缘反复，油价震荡下行..........................................................................................29沥青：供需双弱格局，沥青窄幅震荡..........................................................................................................29燃料油：高低硫均维持偏弱基本面..............................................................................................................30天然气：LNG需求无起色，HH大幅回调....................................................................................................31PX&PTA：PX供应维持充裕PTA累库预期仍存............................................................................................32BZ&EB：纯苯亚美套利窗口开启苯乙烯基差维持坚挺..............................................................................33乙二醇：库存有去化压力，价格下跌..........................................................................................................34短纤：供需面偏弱..........................................................................................................................................34瓶片：供需面相对宽松..................................................................................................................................35丙烯：库存高位，价格承压................................................................................