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：股指分化延续................................................................................................................................3国债期货：快速修复期或已结束....................................................................................................................4 农产品 蛋白粕：供应扰动增加盘面整体上涨..........................................................................................................5白糖：国际糖价底部震荡，郑糖下方支撑大................................................................................................5油脂板块：国际油脂价格有所回落................................................................................................................6玉米/玉米淀粉：北港现货稳定，盘面高位震荡...........................................................................................7生猪：供应压力好转现货整体上涨..............................................................................................................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....................................................................................................9苹果：节前走货尚可，苹果价格坚挺..........................................................................................................10棉花-棉纱：情绪较为乐观棉价有所支撑...................................................................................................11 黑色金属 钢材：需求边际转弱，钢价延续震荡..........................................................................................................13双焦：驱动不明显，震荡运行......................................................................................................................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：地缘事件扩大信任裂痕金银再创新高.............................................................................................16铂钯：美元指数走弱贵金属强势补涨.........................................................................................................17铜：多头动能减弱，铜价高位盘整..............................................................................................................17氧化铝：低位震荡为主..................................................................................................................................18电解铝：市场情绪反复铝价震荡企稳.........................................................................................................19铸造铝合金：风险偏好提振铝合金随板块高位震荡..................................................................................20锌：关注国内社会库存变化..........................................................................................................................20 铅：下方或有支撑..........................................................................................................................................21镍：乐观情绪犹在镍价高位整理.................................................................................................................22不锈钢：供需偏紧，价格坚挺......................................................................................................................23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：仓单大幅增加，市场预期走弱......................................................................................................24碳酸锂：高位运行，谨慎操作......................................................................................................................25锡：关注宏观情绪..........................................................................................................................................26 航运板块 集运：现货运价延续下跌通道，关注地缘动态..........................................................................................27 能源化工 原油：地缘缓和，EIA累库............................................................................................................................29沥青：低库存低排产支撑现货价格..............................................................................................................29燃料油：成本震荡，低硫近端供应充裕维持..............................................................................................30LPG：丙烷仍有支撑........................................................................................................................................31天然气：欧洲供应担忧仍存，美国HH逼仓...............................................................................................32PX&PTA：资金关注度提升.............................................................................................................................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.......................................................34乙二醇：沙特检修进口存下降预期，宽幅震荡..........................................................................................35短纤：供应充足，终端需求减弱..................................................................................................................35瓶片：1月下旬检修加速...........................................