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：承接进一步加强............................................................................................................................4国债期货：增量信息依旧有限........................................................................................................................5 农产品 蛋白粕：供应扰动增加美豆走势偏强..........................................................................................................6白糖：外盘价格下调，国内价格强势............................................................................................................6油脂板块：原油带动油脂继续上涨................................................................................................................8玉米/玉米淀粉：北港现货回落，盘面偏弱震荡...........................................................................................8生猪：供应压力增加价格下行增加..............................................................................................................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..........................................................................................................11苹果：节前走货尚可，苹果价格坚挺..........................................................................................................12棉花-棉纱：整体变化不大棉价有所支撑...................................................................................................13 黑色金属 钢材：需求边际转弱，钢价延续震荡..........................................................................................................14双焦：驱动不明显，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：美联储稍显鹰派但金银不改强势.....................................................................................................17铂钯：联储议息会议无超预期表态贵金属涨势延续.................................................................................18铜：铜价高位盘整..........................................................................................................................................19氧化铝：阶段性减产规模扩大氧化铝反弹.................................................................................................19电解铝：偏强运行..........................................................................................................................................20铸造铝合金：铝合金随铝价偏强运行..........................................................................................................21锌：关注国内社会库存变化..........................................................................................................................22 铅：供需双弱，区间偏弱震荡......................................................................................................................23镍：监管降温，高位运行..............................................................................................................................23不锈钢：供需偏紧，成本支撑......................................................................................................................24工业硅：关注大厂减产动作..........................................................................................................................25多晶硅：短期关注现货成交情况..................................................................................................................25碳酸锂：监管降温，供需偏紧，节前高位运行..........................................................................................26锡：锡价或维持高位盘整..............................................................................................................................27 航运板块 集运：伊朗地缘预期主导盘面，关注地缘动态..........................................................................................28 能源化工 原油：地缘局势加剧驱动油价上行..............................................................................................................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：短期震荡偏强........................................................................................................................................32天然气：TTF/JKM价格上涨乏力，美国寒潮仍在持续...............................................................................33PX&PTA：聚酯需求季节性走弱，聚酯产业链负反馈.................................................................................34BZ&EB：中石化上调纯苯挂牌价，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：减产陆续兑现，终端局部降负..........................................................................................................36瓶片：加工差坚挺.........................................................................................