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：震荡消化浮筹................................................................................................................................4国债期货：做多情绪回温................................................................................................................................5 农产品 蛋白粕：利空压力体现盘面阶段性企稳......................................................................................................6白糖：国际糖价上涨国内糖价走高..............................................................................................................6油脂板块：油脂技术性反弹............................................................................................................................7玉米/玉米淀粉：现货稳定，盘面底部震荡...................................................................................................8生猪：出栏压力好转现货阶段性稳定..........................................................................................................9花生：花生现货稳定，花生盘面偏弱震荡..................................................................................................10鸡蛋：需求表现一般蛋价有所回落............................................................................................................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...................................................................................................12 黑色金属 钢材：补库预期有待兑现，钢价维持区间震荡..........................................................................................14双焦：底部反弹，关注交易逻辑的变化......................................................................................................14铁矿：市场预期反复，矿价偏弱运行..........................................................................................................15铁合金：成本支撑叠加反内卷预期，短期跟随反弹..................................................................................16 有色金属 金银：基本面数据与政策预期博弈，金银强势延续..................................................................................17铂钯：贵金属行情火热铂钯强势上涨.........................................................................................................18铜：逢低多思路对待......................................................................................................................................19氧化铝：氧化铝震荡运行..............................................................................................................................19电解铝：海外调低降息预期铝价随板块回落............................................................................................21铸造铝合金：废铝供应仍偏紧铝合金随铝价高位回落.............................................................................21锌：多空交织，锌价宽幅震荡......................................................................................................................22 铅：供需双弱铅价区间震荡.........................................................................................................................23镍：强势板块中的弱势品种补涨..................................................................................................................24不锈钢：跟随镍价偏强运行..........................................................................................................................25工业硅：短期反弹，中期逢高沽空..............................................................................................................26多晶硅：长期偏强，短期注意风险管理......................................................................................................26碳酸锂：高位波动放大，建议谨慎操作......................................................................................................27锡：锡价创新高后回撤..................................................................................................................................27 航运板块 集运：msk wk2价格基本沿用，CMA再次通过苏伊士运河......................................................................29 能源化工 原油：海外假期市场清淡，油价维持底部震荡..........................................................................................30沥青：现货价格低位，盘面驱动有限..........................................................................................................30燃料油：高低硫自身基本面均偏弱势震荡..................................................................................................31天然气：LNG低位震荡，HH大幅反弹........................................................................................................32LPG：低位盘整................................................................................................................................................33PX&PTA：涤丝减产影响有限PX&TA价格延续上行....................................................................................34BZ&EB：纯苯供需宽松苯乙烯现货基差走弱..............................................................................................35乙二醇：成本端煤价下跌，企业供应减量缓慢..........................................................................................36短纤：原料走强，加工费承压......................................................................................................................36瓶片：跟随成本端波动，供需面相对宽松...........................................................................