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：强势整理........................................................................................................................................4国债期货：企业部门信用扩张回升，央行结构性降息落地........................................................................5 农产品 蛋白粕：需求阶段性好转盘面小幅反弹......................................................................................................7白糖：国际糖价下跌，国内糖价震荡............................................................................................................8油脂板块：美国生柴扰动，美豆油夜盘大涨................................................................................................9玉米/玉米淀粉：小麦和玉米持续拍卖，盘面高位震荡...............................................................................9生猪：供应压力仍存盘面略有调整............................................................................................................10花生：生现货稳定，花生盘面底部震荡......................................................................................................11鸡蛋：需求有所改善，蛋价稳中有涨..........................................................................................................12苹果：冷库库存偏低，苹果价格坚挺..........................................................................................................13棉花-棉纱：销售进度较快棉价震荡偏强...................................................................................................14 黑色金属 钢材：需求存在支撑，钢价延续震荡..........................................................................................................15双焦：继续向上动力不足，有回落风险......................................................................................................15铁矿：市场预期反复，矿价高位偏空对待..................................................................................................16铁合金：成本支撑较强，价格震荡偏强......................................................................................................17 有色金属 金银：金银高位震荡，短期高波持续..........................................................................................................18铂钯：关税预期暂时落空盘面高位回落.....................................................................................................19铜：短线波动加剧，多头趋势不变..............................................................................................................20氧化铝：短期仍偏弱警惕几内亚政策风险.................................................................................................21电解铝：市场情绪降温铝价回调.................................................................................................................22铸造铝合金：市场情绪降温随板块价格回调.............................................................................................22锌：关注资金面影响......................................................................................................................................23 铅：关注资金情绪..........................................................................................................................................24镍：镍价跟随有色调整..................................................................................................................................25不锈钢：跟随镍价运行..................................................................................................................................26工业硅：区间上沿逢高沽空..........................................................................................................................26多晶硅：短期观望..........................................................................................................................................27碳酸锂：高位运行，谨慎操作......................................................................................................................27锡：锡价回落，关注资金流向......................................................................................................................28 航运板块 集运：MSK印度-美东MECL航线回程计划走苏伊士，复航预期有所加强..............................................30 能源化工 原油：回吐部分地缘溢价..............................................................................................................................31沥青：原油成本波动扩大，供需偏弱运行..................................................................................................31燃料油：地缘风险波动扩大..........................................................................................................................32天然气：TTF/JKM反弹，HH下跌趋势延续.................................................................................................33LPG：回吐地缘涨幅........................................................................................................................................34PX&PTA：：成本支撑减弱.............................................................................................................................35BZ&EB：纯苯有减量预期，苯乙烯装置短停助推上涨...............................................................................35乙二醇：季节性累库明显..............................................................................................................................36短纤：供应充足，终端需求减弱..................................................................................................................37瓶片：宽