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：ETF异动不改股指强势.................................................................................................................3 农产品 蛋白粕：供应端压力较大盘面小幅反弹......................................................................................................5白糖：国际糖价格震荡，郑糖价格弱势........................................................................................................5油脂板块：美国生柴或将出台提振油脂市场................................................................................................6玉米/玉米淀粉：北港现货偏弱，盘面高位震荡...........................................................................................7生猪：供应压力增加现货继续下行..............................................................................................................8花生：花生现货稳定，花生盘面底部震荡....................................................................................................9鸡蛋：鸡蛋临近节前备货，蛋价有所上涨..................................................................................................10苹果：节前走货尚可，苹果价格坚挺..........................................................................................................11棉花-棉纱：下游补货意愿一般棉价震荡为主...........................................................................................12 黑色金属 钢材：需求边际转弱，钢价延续震荡..........................................................................................................13双焦：基本面乏善可陈，市场情绪走弱......................................................................................................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：风险事件转折金银回撤.....................................................................................................................16铂钯：TACO推升美元指数贵金属价格承压...............................................................................................17铜：多头动能减弱，铜价高位盘整..............................................................................................................18氧化铝：偏弱震荡为主..................................................................................................................................19电解铝：市场情绪反复铝价震荡企稳.........................................................................................................19铸造铝合金：特朗普再度“taco”铝合金随板块高位震荡.....................................................................20锌：关注国内社会库存变化..........................................................................................................................21铅：关注资金情绪..........................................................................................................................................22 镍：乐观情绪犹在镍价高位整理.................................................................................................................23不锈钢：供需偏紧，价格坚挺......................................................................................................................24工业硅：减产消息发酵但焦煤拖累盘面，短期震荡偏强..........................................................................24多晶硅：现货成交僵持，关注本周会议情况..............................................................................................25碳酸锂：高位运行，谨慎操作......................................................................................................................25锡：关注资金情况..........................................................................................................................................26 航运板块 集运：现货运价延续下跌通道，地缘态势有所升级..................................................................................28 能源化工 原油：欧美寒潮驱动原油上行......................................................................................................................29沥青：需求下行，地缘仍为主驱动..............................................................................................................29燃料油：成本震荡，高低硫供应节奏关注..................................................................................................30LPG：丙烷仍有支撑........................................................................................................................................31天然气：TTF/JKM短期偏强，HH逼仓.........................................................................................................32PX&PTA：聚酯减产增加.................................................................................................................................33BZ&EB：韩国纯苯至美湾成交较好，苯乙烯装置意外停车供应减量.......................................................33乙二醇：季节性累库明显弱势下跌..............................................................................................................34短纤：供应充足，终端需求减弱..................................................................................................................35瓶片：1月下旬检修加速...............................................................................................................................35丙烯：供应压力缓解........................................................