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：反弹再受美股情绪影响................................................................................................................4国债期货：博弈反弹行情................................................................................................................................5 农产品 蛋白粕：供应压力较大盘面继续承压..........................................................................................................6白糖：国际糖价小幅下跌郑糖大跌后调整..................................................................................................6油脂板块：棕榈油技术性反弹，油脂整体仍处于底部震荡........................................................................8玉米/玉米淀粉：现货回落，盘面底部震荡...................................................................................................9生猪：供应压力好转现货小幅反弹............................................................................................................10花生：花生现货回落，花生盘面窄幅震荡..................................................................................................10鸡蛋：需求表现一般蛋价稳定为主............................................................................................................11苹果：需求表现一般果价稳定为主............................................................................................................12棉花-棉纱：新棉销售较好棉价震荡偏强...................................................................................................13 黑色金属 钢材：原料止跌企稳，钢价触底反弹..........................................................................................................15双焦：波动加大，关注交易逻辑的变化......................................................................................................15铁矿：市场预期反复，矿价震荡运行..........................................................................................................16铁合金：成本有支撑，需求存压制..............................................................................................................17 有色金属 金银：美联储释放鸽派信号再现金稳银强走势........................................................................................18铂钯：交投热情高涨......................................................................................................................................19铜：充分回调后买入......................................................................................................................................20氧化铝：警氧化铝基差窄幅收敛..................................................................................................................20电解铝：美联储官员偏鸽表态铝价增仓反弹............................................................................................21铸造铝合金：废铝供应仍偏紧铝合金价随板块反弹................................................................................22锌：关注今日国内社会库存..........................................................................................................................23 铅：关注库存变化..........................................................................................................................................24镍：RKAB收缩配额预期刺激镍价反弹，但过剩压制上方空间................................................................25不锈钢：跟随镍价震荡走弱..........................................................................................................................26工业硅：反弹沽空..........................................................................................................................................26多晶硅：回调买入..........................................................................................................................................27碳酸锂：矿证影响有限，关注库存数据......................................................................................................27锡：关注缅甸11月出口数据........................................................................................................................28 航运板块 集运：MSK第一周正式航线放2500/2600，关注1月运价变化路径.......................................................30 能源化工 原油：地缘风险支撑，油价底部震荡..........................................................................................................32沥青：原料风险难证伪，沥青波动率上升..................................................................................................32燃料油：低硫近端供应不断增长..................................................................................................................33天然气：LNG下行趋势不改..........................................................................................................................34LPG：在供需博弈中横盘震荡........................................................................................................................35PX&PTA：PX开工延续高位，PTA累库预期仍存........................................................................................36BZ&EB：纯苯供需宽松，苯乙烯基差走弱...................................................................................................36乙二醇：部分企业下调乙二醇开工负荷，乙二醇小幅反弹......................................................................38短纤：供需面偏弱，价格下跌......................................................................................................................38瓶片：供需面相对宽松......................................................................