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：震荡不改上行趋势........................................................................................................................3国债期货：市场突发调整，空单适度止盈....................................................................................................4 农产品 蛋白粕：供应压力较大盘面整体回落..........................................................................................................5白糖：内蒙糖厂已开始停机产量预计略增..................................................................................................5油脂板块：商品情绪转弱，油脂反弹空间或有限........................................................................................7玉米/玉米淀粉：现货上涨，盘面高位震荡...................................................................................................7生猪：出栏压力减少盘面上涨较明显..........................................................................................................8花生：花生现货稳定，花生盘面窄幅震荡....................................................................................................9鸡蛋：需求表现一般蛋价有所回落............................................................................................................10苹果：需求表现一般果价稳定为主............................................................................................................11棉花-棉纱：新棉销售较好棉价震荡偏强...................................................................................................12 黑色金属 钢材：原料补库开启，钢价维持区间震荡..................................................................................................13双焦：驱动不明显，震荡运行......................................................................................................................13铁矿：市场预期反复，矿价震荡运行..........................................................................................................14铁合金：商品情绪回落，短期震荡运行......................................................................................................15 有色金属 金银：市场降温金银大幅回调.....................................................................................................................16铂钯：资金做多情绪消退盘面溢价回落.....................................................................................................17铜：获利资金离场，价格短线受挫..............................................................................................................18氧化铝：仓单注册利润收敛后震荡为主......................................................................................................18电解铝：板块资金流出带动价格回调..........................................................................................................19铸造铝合金：铝合金随板块回调..................................................................................................................20锌：关注宏观及资金面影响..........................................................................................................................21 铅：关注资金面对铅价影响..........................................................................................................................22镍：有色回调，节前减仓规避风险..............................................................................................................23不锈钢：跟随镍价偏强运行..........................................................................................................................24工业硅：短期反弹，中期逢高沽空..............................................................................................................24多晶硅：长期基本面利多，短期成交量萎缩谨慎参与..............................................................................25碳酸锂：高位运行，谨慎操作......................................................................................................................25锡：部分多头资金获利了结，锡价大幅回落..............................................................................................26 航运板块 集运：1月高点分歧仍在，短期预计整体维持震荡...................................................................................28 能源化工 原油：地缘矛盾密集，油价宽幅震荡..........................................................................................................29沥青：原料风险升温，沥青表现偏强..........................................................................................................29燃料油：低硫近端基本面均偏弱..................................................................................................................30天然气：LNG低位震荡，HH反弹................................................................................................................31LPG：低位盘整................................................................................................................................................32PX&PTA：聚酯产销叠加成本走弱PX&TA价格高位回落............................................................................33BZ&EB：纯苯累库压力放缓苯乙烯供需矛盾不大......................................................................................33乙二醇：港口库存继续上升..........................................................................................................................34短纤：加工费承压..........................................................................................................................................35瓶片：供需面相对宽松....................................................