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：情绪转暖有望上涨........................................................................................................................3国债期货：通胀读数略不及预期，债市延续修复态势................................................................................4 农产品 蛋白粕：国际市场利空体现较充分国内供应不确定增加..........................................................................5白糖：国际糖价上涨国内糖价震荡..............................................................................................................5油脂板块：市场传言较多，盘面波动增加....................................................................................................7玉米/玉米淀粉：现货回落，盘面偏弱震荡...................................................................................................8生猪：现货小幅反弹盘面仍然承压..............................................................................................................8花生：大型油厂开始收购，花生盘面高位震荡..........................................................................................10鸡蛋：需求表现一般蛋价稳中有涨............................................................................................................10苹果：库存较低苹果基本面偏强................................................................................................................11棉花-棉纱：新棉销售较好棉价震荡偏强...................................................................................................12 黑色金属 钢材：市场情绪反复，钢价震荡运行..........................................................................................................14双焦：震荡偏弱，等待冬储启动..................................................................................................................14铁矿：高位偏空思路对待..............................................................................................................................15铁合金：成本有支撑，需求存压制..............................................................................................................16 有色金属 金银：降息+技术性扩表，提振金银市场情绪............................................................................................17铂钯：联储降息落地，铂钯价格高位震荡..................................................................................................18铜：鲍威尔发表偏鸽言论，铜价表现坚挺..................................................................................................19氧化铝：空头减仓带动价格反弹后续关注仓单成交................................................................................20电解铝：美联储如期降息发言偏鸽铝价预计反弹..................................................................................21铸造铝合金：议息会议偏鸽发言好于预期铝合金随铝价反弹................................................................21锌：宽幅震荡..................................................................................................................................................22 铅：区间震荡..................................................................................................................................................23镍：镍价震荡下行..........................................................................................................................................23不锈钢：跟随镍价低位震荡..........................................................................................................................24工业硅：盘面下跌较快，短期或有调整......................................................................................................25多晶硅：平台公司落地，逢低买入..............................................................................................................25碳酸锂：锂价高位震荡等待库存数据..........................................................................................................26锡：锡价冲高回落，强预期与弱现实并存..................................................................................................27 航运板块 集运：现货情况延续改善，02打入部分涨价预期.....................................................................................28 能源化工 原油：地缘扰动加剧，油价宽幅震荡..........................................................................................................29沥青：现货供需双弱，沥青涨跌两难..........................................................................................................29燃料油：低硫供应装置变化扰动频繁..........................................................................................................30PX&PTA：PX供应维持充裕PTA累库预期仍存............................................................................................31BZ&EB：纯苯亚美套利窗口关闭苯乙烯供应增加......................................................................................32乙二醇：库存有去化压力，价格下跌..........................................................................................................33短纤：供需面偏弱..........................................................................................................................................34瓶片：供需面相对宽松..................................................................................................................................34丙烯：库存高位，价格承压..........................................................................................................................35塑料PP：日本PE库存涨幅收窄.........................................................................................