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：波动不改上行趋势........................................................................................................................3国债期货：修复动能偏弱................................................................................................................................4 农产品 蛋白粕：供应压力较大美豆整体承压..........................................................................................................5白糖：国际糖价收涨，国内糖价略强............................................................................................................5油脂板块：商品情绪回暖，油脂有所上涨....................................................................................................7玉米/玉米淀粉：小麦和玉米拍卖，现货稳定...............................................................................................7生猪：出栏压力仍存现货整体震荡..............................................................................................................8花生：花生现货稳定，花生盘面底部震荡....................................................................................................9鸡蛋：需求有所改善，蛋价稳中有涨..........................................................................................................10苹果：冷库库存偏低，果价高位震荡..........................................................................................................11棉花-棉纱：新年度种植面积预计下降，棉价震荡偏强.............................................................................12 黑色金属 钢材：市场情绪好转，钢价震荡走强..........................................................................................................13双焦：波动剧烈，多单建议逐步止盈..........................................................................................................13铁矿：市场预期反复，矿价高位偏空对待..................................................................................................14铁合金：供需边际改善预期叠加成本推动，短期震荡偏强......................................................................15 有色金属 金银：彭博指数开启调整金银高位震荡.....................................................................................................16铂钯：BCOM调整权重贵金属震荡运行......................................................................................................17铜：短线波动加剧，回调企稳后买入..........................................................................................................18氧化铝：政策预期与基本面矛盾扩大价格波动..........................................................................................18电解铝：资金存在板块轮动短期警惕回调风险.........................................................................................19铸造铝合金：随板块震荡运行......................................................................................................................20锌：关注资金面影响......................................................................................................................................21 铅：逢低做多..................................................................................................................................................21镍：资源品炒作，镍价重回金融属性..........................................................................................................23不锈钢：跟随镍价转弱..................................................................................................................................24工业硅：短期偏强，中期逢高沽空..............................................................................................................24多晶硅：盘面或跟随市场情绪走弱，谨慎参与..........................................................................................25碳酸锂：强势品种回调，仍在高位运行......................................................................................................25锡：短期波动加剧..........................................................................................................................................26 航运板块 集运：现货筑顶迹象显现，主力合约逐渐移仓..........................................................................................28 能源化工 原油：供应暂无风险，油价震荡走弱..........................................................................................................30沥青：原料担忧仍存，现货价格坚挺..........................................................................................................30燃料油：地缘扰动频繁，价格波动加剧......................................................................................................31天然气：TTF/JKM低位震荡，HH寻找支撑.................................................................................................32LPG：地缘溢价，预期仍承压........................................................................................................................33PX&PTA：上行驱动减弱.................................................................................................................................34BZ&EB：纯苯继续累库苯乙烯供需矛盾不大..............................................................................................35乙二醇：台湾乙二醇装置于月初停车..........................................................................................................35短纤：采购情绪谨慎，加工费承压..............................................................................................................36瓶片：跟随成本端波动，供需面相对宽松.................................................