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：波动不改上行趋势........................................................................................................................4国债期货：官方PMI不及预期.......................................................................................................................5 农产品 蛋白粕：供应总体宽松盘面仍有压力..........................................................................................................6白糖：国际糖价大跌预计国内价格偏弱......................................................................................................6油脂板块：油脂维持宽度震荡........................................................................................................................7玉米/玉米淀粉：北港现货回落，盘面偏弱震荡...........................................................................................8生猪：供应压力好转现货整体上涨..............................................................................................................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：基本面变化不大棉价有所支撑...............................................................................................12 黑色金属 钢材：需求边际转弱，钢价跟随市场情绪延续震荡..................................................................................14双焦：基本面权重降低，资金扰动加大......................................................................................................14铁矿：市场预期反复，矿价震荡运行..........................................................................................................15铁合金：供龙头商品巨震，前期多单部分止盈..........................................................................................16 有色金属 金银：沃什被提名为联储新主席引发金银市场风险释放.........................................................................17铂钯：巨幅回撤后多空争夺剧烈高波动行情谨慎参与.............................................................................18铜：沃什提名美联储主席，铜价快速回撤..................................................................................................19氧化铝：震荡为主..........................................................................................................................................20电解铝：警惕资金离场风险..........................................................................................................................20铸造铝合金：市场流动性收紧铝合金随板块回调.....................................................................................21锌：关注市场情绪变化..................................................................................................................................22 铅：区间震荡..................................................................................................................................................22镍：情绪回归，测试支撑..............................................................................................................................23不锈钢：渐入淡季，成本支撑......................................................................................................................24工业硅：大厂减产落实，短期偏强..............................................................................................................25多晶硅：短期关注现货成交情况..................................................................................................................26碳酸锂：投机热度降温，回归基本面..........................................................................................................26锡：资金了结离场，锡价或震荡偏弱运行..................................................................................................27 航运板块 集运：地缘冲突仍悬而未决，关注美伊谈判..............................................................................................29 能源化工 原油：地缘溢价部分回吐..............................................................................................................................31沥青：近端成本跟随地缘波动，注意单边持仓风险..................................................................................31燃料油：高硫现货价格同比高位维持，关注地缘风险..............................................................................32LPG：走势跟随原油驱动................................................................................................................................33天然气：寒潮逐渐褪去，价格上行动力减弱..............................................................................................34PX&PTA：聚酯需求季节性走弱，终端负荷局部下调.................................................................................35BZ&EB：供需平衡预期向好，苯乙烯阶段性去库.......................................................................................36乙二醇：春节前累库压力依然明显..............................................................................................................37短纤：短纤工厂按计划减停产......................................................................................................................38瓶片：加工差走强.................................................................................................................