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：多空分歧谨慎操作......................................................................................................................3国债期货：表现分化，趋势未明....................................................................................................................4 农产品 蛋白粕：供应压力明显盘面整体承压..........................................................................................................5白糖：国际糖价下跌，国内糖价震荡............................................................................................................5油脂板块：中加预期好转，油脂有所下跌....................................................................................................6玉米/玉米淀粉：小麦和玉米持续拍卖，现货稳定.......................................................................................7生猪：供应压力增加盘面继续偏强..............................................................................................................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..........................................................................................................10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：波动较大，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：关税裁决再次落空金银延续此前交易逻辑.....................................................................................16铂钯：地缘局势紧张贵金属高位震荡.........................................................................................................17铜：短线波动加剧，多头趋势不变..............................................................................................................18氧化铝：商品市场情绪与基本面矛盾扩大价格波动..................................................................................19电解铝：高位震荡运行警惕市场情绪降温................................................................................................19铸造铝合金：随板块高位震荡运行..............................................................................................................20锌：关注资金面影响......................................................................................................................................21 铅：关注资金情绪..........................................................................................................................................22镍：印尼言论刺激镍价走强..........................................................................................................................23不锈钢：跟随镍价运行..................................................................................................................................23工业硅：区间上沿逢高沽空..........................................................................................................................24多晶硅：短期观望..........................................................................................................................................24碳酸锂：持仓持续下降，或仍有回调..........................................................................................................25锡：多头情绪亢奋，锡价再创新高..............................................................................................................26 航运板块 集运：巴以第二阶段谈判进行中，1月下半月价格继续调降...................................................................28 能源化工 原油：持续关注伊朗事态发展......................................................................................................................29沥青：原油成本波动扩大，供需偏弱运行..................................................................................................29燃料油：地缘风险波动扩大..........................................................................................................................30天然气：TTF/JKM反弹，HH下跌趋势延续...............................................................................................31LPG：关注伊朗事态发展................................................................................................................................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，苯乙烯装置短停助推上涨...............................................................................33乙二醇：季节性累库明显..............................................................................................................................34短纤：供应充足，终端需求减弱................................................................................................................35瓶片：高位震荡...........................