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：科技股压力增大............................................................................................................................3国债期货：风偏回升，债市稍弱....................................................................................................................4 农产品 蛋白粕：贸易关系迎来好转美豆盘面大幅拉涨..........................................................................................5白糖：国际糖价大跌郑糖底部震荡..............................................................................................................5油脂板块：油脂涨跌互现................................................................................................................................6玉米/玉米淀粉：产区现货偏弱，盘面偏弱震荡...........................................................................................7生猪：供应压力增加现货继续下行..............................................................................................................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......................................................................................................9苹果：节前走货尚可，苹果价格坚挺..........................................................................................................10棉花-棉纱：基本面变化不大棉价有所支撑...............................................................................................11 黑色金属 钢材：需求边际转弱，钢价跟随原料延续震荡..........................................................................................13双焦：资金和情绪交易为主，波动较大......................................................................................................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，多单持有......................................................................................................15 有色金属 金银：金银先扬后抑，节前风控仍是主线..................................................................................................16铂钯：强美元下贵、有色金属走势分化铂钯谨慎参与低多机会.............................................................17铜：战略储备需求增加，铜价表现坚挺......................................................................................................17氧化铝：震荡为主关注产能变动预期........................................................................................................18电解铝：流动性风险释放后震荡为主中期预期不变................................................................................19铸造铝合金：企稳震荡..................................................................................................................................20锌：关注市场情绪变化..................................................................................................................................20 铅：区间震荡..................................................................................................................................................21镍：跟随有色板块震荡..................................................................................................................................22不锈钢：成本支撑，跟随镍价运行..............................................................................................................23工业硅：震荡偏强..........................................................................................................................................23多晶硅：行业自律和挺价预期再起，盘面波动加大..................................................................................24碳酸锂：节前情绪主导，高位运行..............................................................................................................24锡：关注市场情绪..........................................................................................................................................25 航运板块 集运：盘面波动受宏观地缘主导，关注近期动态......................................................................................26 能源化工 原油：关注美伊谈判......................................................................................................................................28沥青：中期原料成本抬升及缺口担忧仍存..................................................................................................28燃料油：地缘风险增大..................................................................................................................................29LPG：国内外市场仍分化................................................................................................................................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......................................................................................................