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：贴水收敛预示乐观........................................................................................................................3国债期货：资金面继续收敛，关注央行流动性投放....................................................................................4 农产品 蛋白粕：供应压力增加美豆继续下行..........................................................................................................5白糖：国内外糖价底部震荡............................................................................................................................5油脂板块：美国生柴端扰动，美豆油上涨较多............................................................................................6玉米/玉米淀粉：小麦和玉米持续拍卖，现货稳定.......................................................................................7生猪：出栏整体增加现货继续上涨..............................................................................................................8花生：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............................................................................................................9苹果：冷库库存偏低，苹果价格坚挺..........................................................................................................10棉花-棉纱：销售进度较快棉价震荡为主...................................................................................................11 黑色金属 钢材：钢材转向累库，钢价延续震荡..........................................................................................................13双焦：波动剧烈，谨慎参与..........................................................................................................................13铁矿：市场预期反复，矿价高位偏空对待..................................................................................................14铁合金：成本端推动下，价格震荡偏强......................................................................................................15 有色金属 金银：通胀温和与地缘冲突共振金银再创新高.........................................................................................17铂钯：CPI增速放缓贵金属宏观压力减轻...................................................................................................18铜：短线波动加剧，多头趋势不变..............................................................................................................19氧化铝：商品情绪与基本面矛盾扩大价格波动..........................................................................................20电解铝：偏强震荡运行..................................................................................................................................20铸造铝合金：随板块高位震荡运行..............................................................................................................21锌：关注资金面影响......................................................................................................................................22 铅：多单部分止盈，止损线滚动上移..........................................................................................................23镍：跟随有色回调..........................................................................................................................................24不锈钢：跟随镍价运行..................................................................................................................................24工业硅：逢高沽空..........................................................................................................................................25多晶硅：短期观望..........................................................................................................................................25碳酸锂：超涨风险加大..................................................................................................................................26锡：供应脆弱性凸显，锡价再创新高..........................................................................................................27 航运板块 集运：马士基调降wk5价格，抢运力度仍存分歧.....................................................................................28 能源化工 原油：地缘持续驱动......................................................................................................................................29沥青：成本支撑利好，供需偏弱运行..........................................................................................................29燃料油：地缘利多驱动..................................................................................................................................30天然气：TTF/JKM反弹，HH弱势震荡.........................................................................................................31LPG：强现实与弱预期....................................................................................................................................32PX&PTA：下游减产增多，地缘扰动成本支撑增强.....................................................................................33BZ&EB：纯苯有减量预期，苯乙烯受出口影响提振...................................................................................34乙二醇：下游减产增多，价格上方空间有限..............................................................................................35短纤：采购情绪谨慎，加工费承压.......................................................................................