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：4000点有支撑...............................................................................................................................3国债期货：等待新驱动....................................................................................................................................4 农产品 蛋白粕：供应压力较大盘面大幅下行..........................................................................................................5白糖：国际糖价大涨国内糖价小幅上调......................................................................................................5油脂板块：美国45z拟议规则出台，带动油脂上涨较多.............................................................................6玉米/玉米淀粉：北港现货偏弱，盘面偏弱震荡...........................................................................................7生猪：出栏压力增加现货整体下行..............................................................................................................8花生：花生现货稳定，花生盘面窄幅震荡....................................................................................................9鸡蛋：节前备货进入尾声蛋价有所下跌....................................................................................................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，矿价偏弱运行..........................................................................................................14铁合金：恐慌情绪有所缓和，仍可作为多头配置......................................................................................15 有色金属 金银：金银市场回暖，节前风控仍是主线..................................................................................................16铂钯：风险释放后行情企稳贵金属谨慎参与低多机会.............................................................................17铜：战略储备需求增加，铜价表现坚挺......................................................................................................18氧化铝：震荡为主关注政策预期................................................................................................................18电解铝：流动性风险释放后回归基本面中期看多趋势............................................................................19铸造铝合金：企稳震荡..................................................................................................................................20锌：关注市场情绪变化..................................................................................................................................21 铅：区间震荡..................................................................................................................................................21镍：跟随外围市场反弹..................................................................................................................................22不锈钢：成本支撑，跟随镍价运行..............................................................................................................23工业硅：震荡偏强..........................................................................................................................................24多晶硅：行业自律和挺价预期再起，盘面波动加大..................................................................................24碳酸锂：短期情绪波动较大，不确定性仍强..............................................................................................25锡：缅甸发生地震，锡价大涨......................................................................................................................25 航运板块 集运：马士基新增部分航线复航，关注后续进展......................................................................................27 能源化工 原油：地缘再次出现反复..............................................................................................................................28沥青：中期原料成本抬升及缺口担忧仍存..................................................................................................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：地缘反复................................................................................................................................................30天然气：寒冷预期有所减弱..........................................................................................................................31PX&PTA：聚酯减停产陆续兑现.....................................................................................................................32BZ&EB：供需平衡预期向好，苯乙烯阶段性去库.......................................................................................33乙二醇：累库压力明显..................................................................................................................................34短纤：短纤工厂按计划减停产......................................................................................................................34瓶片：加工差走强........................................................