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：震荡整理进一步明确....................................................................................................................3国债期货：债市情绪修复，但不利因素尚存................................................................................................4 农产品 蛋白粕：供应压力增加盘面整体承压..........................................................................................................5白糖：12月食糖进口大增，糖价外强内弱...................................................................................................5油脂板块：中加菜籽贸易或重启，油脂夜盘低开........................................................................................6玉米/玉米淀粉：北港现货偏弱，盘面高位震荡...........................................................................................7生猪：出栏有所收紧现货大幅走强..............................................................................................................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，苹果价格坚挺..........................................................................................................11棉花-棉纱：基本面表现较好棉价震荡偏强...............................................................................................12 黑色金属 钢材：需求存在支撑，钢价延续震荡..........................................................................................................13双焦：驱动不明显，延续震荡运行..............................................................................................................13铁矿：市场预期反复，矿价高位偏空对待..................................................................................................14铁合金：跟随调整后，底部支撑较强..........................................................................................................15 有色金属 金银：多空交织金银上演“过山车”行情.................................................................................................17铂钯：关税预期落空铂钯高位震荡.............................................................................................................18铜：短线波动加剧，多头趋势不变..............................................................................................................19氧化铝：偏弱运行为主..................................................................................................................................20电解铝：市场情绪降温铝价回调.................................................................................................................20铸造铝合金：市场情绪降温随板块价格回调.............................................................................................21锌：关注资金面影响......................................................................................................................................22 铅：关注资金情绪..........................................................................................................................................23镍：镍价跟随有色调整..................................................................................................................................23不锈钢：跟随镍价运行..................................................................................................................................24工业硅：区间上沿逢高沽空..........................................................................................................................25多晶硅：短期观望..........................................................................................................................................25碳酸锂：高位运行，谨慎操作......................................................................................................................26锡：市场情绪降温，锡价或高位偏弱调整..................................................................................................27 航运板块 集运：Q1抢运力度分歧仍存，交易所发布合约修订公告........................................................................28 能源化工 原油：地缘溢价消退，盘面或承压..............................................................................................................30沥青：原油成本波动扩大，供需偏弱运行..................................................................................................30燃料油：地缘风险波动扩大..........................................................................................................................31LPG：情绪消退，需求回落............................................................................................................................32PX&PTA：1月下旬聚酯检修增多..................................................................................................................33BZ&EB：纯苯有减量预期，苯乙烯出口有望继续增加...............................................................................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：检修加速.................................................................................................................