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：做空动能释放................................................................................................................................3国债期货：波澜不惊........................................................................................................................................4 农产品 蛋白粕：供应仍有压力盘面小幅震荡..........................................................................................................5白糖：国际糖价震荡国内价格偏弱..............................................................................................................5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，盘面底部震荡...........................................................................................8生猪：出栏压力好转现货震荡运行..............................................................................................................8花生：花生现货稳定，花生盘面窄幅震荡....................................................................................................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：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..................................................................................13双焦：基本面权重降低，资金扰动加大......................................................................................................13铁矿：市场预期反复，矿价震荡运行..........................................................................................................14铁合金：恐慌情绪释放后，仍可作为多头配置..........................................................................................15 有色金属 金银：金银震荡初显企稳，节前风控仍是主线..........................................................................................16铂钯：巨幅震荡逐步收敛风险释放后等待低多机会................................................................................17铜：恐慌情绪退坡，铜价企稳......................................................................................................................17氧化铝：震荡为主..........................................................................................................................................18电解铝：流动性收紧带动价格回调后震荡为主........................................................................................19铸造铝合金：连日回调后铝合金随板块震荡.............................................................................................20锌：关注市场情绪变化..................................................................................................................................20 铅：区间震荡..................................................................................................................................................21镍：情绪释放，测试支撑..............................................................................................................................22不锈钢：成本支撑，跟随镍价运行..............................................................................................................23工业硅：大厂减产落实但市场看空情绪浓厚..............................................................................................24多晶硅：低位震荡，短期关注现货成交情况..............................................................................................24碳酸锂：投机热度降温，节前谨慎操作......................................................................................................25锡：宏观情绪偏弱，锡价承压下跌..............................................................................................................26 航运板块 集运：SCFIS指数略超预期，关注美伊谈判................................................................................................27 能源化工 原油：地缘缓和&商品下挫...........................................................................................................................28沥青：近端成本跟随地缘波动，注意单边持仓风险..................................................................................28燃料油：现货窗口大量高价成交继续抬升高硫现货贴水..........................................................................29LPG：商品下挫&地缘溢价回落.....................................................................................................................30天然气：价格随全球资产大幅跳水..............................................................................................................31PX&PTA：聚酯需求季节性走弱，终端负荷局部下调.................................................................................32BZ&EB：供需平衡预期向好，苯乙烯阶段性去库.......................................................................................33乙二醇：春节前累库压力依然明显，乙二醇回调......................................................................................34短纤：短纤工厂按计划减停产......................................................................................................................34瓶片：加工差走强........................................................................................................................