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：股指分化将继续............................................................................................................................3 农产品 蛋白粕：供应仍有压力盘面整体下行..........................................................................................................5白糖：国际糖震荡偏弱，国内糖价弱势跟随................................................................................................5油脂板块：整体维持震荡................................................................................................................................6玉米/玉米淀粉：北港现货偏弱，盘面高位回落...........................................................................................7生猪：供应逐步增加价格整体下行..............................................................................................................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：基本面有所支撑棉价震荡为主...............................................................................................12 黑色金属 钢材：需求存在支撑，钢价延续震荡..........................................................................................................13双焦：供给偏宽松，震荡偏弱运行..............................................................................................................13铁矿：市场预期反复，矿价偏弱运行..........................................................................................................14铁合金：跟随调整后，底部支撑较强..........................................................................................................15 有色金属 金银：美欧争端升级金银再创新高.............................................................................................................17铂钯：震荡区间收敛关注南非降雨表现.....................................................................................................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：避险情绪再起铝价企稳.................................................................................................................20铸造铝合金：市场情绪反复随铝价企稳.....................................................................................................21锌：关注资金情绪..........................................................................................................................................22铅：关注资金情绪..........................................................................................................................................23 镍：镍价跟随有色调整..................................................................................................................................24不锈钢：跟随镍价运行..................................................................................................................................25工业硅：突发供应缩减消息，短期偏强......................................................................................................25多晶硅：短期观望..........................................................................................................................................26碳酸锂：高位运行，谨慎操作......................................................................................................................26锡：欧美贸易摩擦风险加大，锡价随有色普涨..........................................................................................27 航运板块 集运：淡季运价仍存分歧，盘面等待新驱动..............................................................................................29 能源化工 原油：交投清淡，盘面相持..........................................................................................................................31沥青：原料贴水上涨......................................................................................................................................31燃料油：成本震荡，高低硫供应节奏关注..................................................................................................32天然气：TTF/JKM高位回落，HH超跌反弹.................................................................................................33PX&PTA：聚酯减产增加，负荷加速下行.....................................................................................................35BZ&EB：纯苯有减量预期，苯乙烯存去库预期...........................................................................................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：检修加速..............................................................................................................................................37丙烯：供应压力缓解...............................