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：IC\IM加速上升..............................................................................................................................3国债期货：部分止盈并关注风险资产走势....................................................................................................4 农产品 蛋白粕：供应压力增加盘面整体下行..........................................................................................................5白糖：国际糖价下跌，郑糖价格略强............................................................................................................5油脂板块：宽幅震荡或将延续........................................................................................................................6玉米/玉米淀粉：北港现货上涨，盘面偏强震荡...........................................................................................7生猪：出栏压力好转现货逐步上涨..............................................................................................................8花生：花生现货稳定，花生盘面底部震荡....................................................................................................9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：情绪较为乐观棉价有所支撑...................................................................................................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，关注资金扰动......................................................................................................13铁矿：终端需求低位，矿价震荡运行..........................................................................................................14铁合金：估值偏低存在修复需求，短期震荡偏强......................................................................................15 有色金属 金银：黄金破5000美元关口，白银迎“三位数”时代............................................................................16铂钯：地缘事件引发欧美信任裂痕贵金属强势补涨.................................................................................17铜：铜价高位盘整..........................................................................................................................................18氧化铝：低位震荡为主..................................................................................................................................18电解铝：铝价震荡反弹..................................................................................................................................19铸造铝合金：风险偏好提振铝合金随板块震荡反弹..................................................................................20锌：关注国内社会库存变化..........................................................................................................................20 铅：下方或有支撑..........................................................................................................................................21镍：远端预期引领镍价上涨..........................................................................................................................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：现货成交价下行，短期期货承压..................................................................................................24碳酸锂：高位运行，谨慎操作......................................................................................................................25锡：锡价增仓突破..........................................................................................................................................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：风险偏好提振，地缘情绪仍存..........................................................................................................28沥青：低库存低排产支撑现货价格..............................................................................................................28燃料油：基本面弱势维持，地缘仍为主要利多驱动..................................................................................29LPG：国际丙烷偏紧，化工需求下行............................................................................................................30天然气：预计LNG价格进一步上涨空间有限，美国HH临近交割注意市场风险...................................31PX&PTA：资金关注度提升，芳烃板块氛围偏强.........................................................................................32BZ&EB：装置意外频发，出口成交向好.......................................................................................................33乙二醇：沙特检修进口存下降预期，连云港装置转产..............................................................................33短纤：供应充足，终端需求减弱..................................................................................................................34瓶片：1月下旬检修加速，跟随成本端偏强...............................................................................................35丙烯：负荷继续下降.....................