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：压力有所减轻................................................................................................................................4国债期货：股债跷跷板....................................................................................................................................5 农产品 蛋白粕：供应仍有压力盘面走势偏强..........................................................................................................6白糖：外盘走势现分歧，郑糖底部震荡........................................................................................................6油脂板块：油脂有所分化................................................................................................................................7玉米/玉米淀粉：北港现货稳定，盘面偏弱震荡...........................................................................................8生猪：出栏压力增加现货震荡运行..............................................................................................................9花生：花生现货稳定，花生盘面底部震荡..................................................................................................10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：整体变化不大棉价有所支撑...................................................................................................12 黑色金属 钢材：需求边际转弱，钢价延续震荡..........................................................................................................14双焦：基本面乏善可陈，关注资金扰动......................................................................................................14铁矿：终端需求低位，矿价震荡运行..........................................................................................................15铁合金：估值偏低存在修复需求，短期震荡偏强......................................................................................16 有色金属 金银：特朗普“暗示”弱美元，金银维持强势...............................................................................................17铂钯：美元信任危机贵金属宽幅震荡.........................................................................................................18铜：铜价高位盘整..........................................................................................................................................18氧化铝：阶段性减产规模扩大减仓反弹.....................................................................................................19电解铝：随板块高位震荡..............................................................................................................................20铸造铝合金：宏观避险预期仍在铝合金高位震荡.....................................................................................21锌：关注国内社会库存变化..........................................................................................................................21 铅：供需双弱，区间偏弱震荡......................................................................................................................22镍：跟随有色金属回调..................................................................................................................................23不锈钢：供需偏紧，成本支撑......................................................................................................................24工业硅：减产消息发酵但焦煤拖累盘面，短期震荡偏强..........................................................................25多晶硅：短期关注重要会议情况..................................................................................................................25碳酸锂：供需偏紧，节前高位运行..............................................................................................................26锡：锡价涨幅收窄..........................................................................................................................................26 航运板块 集运：MSK放出WK7-WK9价格环比降100美金，关注伊朗地缘动态...................................................28 能源化工 原油：不确定性放大，走势偏强..................................................................................................................30沥青：成本支撑，沥青市场价格高位震荡..................................................................................................30燃料油：基本面弱势维持，地缘仍为主要利多驱动..................................................................................31LPG：短多长空................................................................................................................................................32天然气：预计LNG价格进一步上涨空间有限，美国HH交割日注意市场风险.......................................33PX&PTA：聚酯需求季节性走弱，聚酯产业链负反馈.................................................................................34BZ&EB：苯乙烯供需格局改善.......................................................................................................................35乙二醇：连云港装置转产，春节前累库压力依然明显..............................................................................36短纤：跟随成本端回落..................................................................................................................................36瓶片：跟随成本端回落.....................................................................................