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：风险偏好继续走低........................................................................................................................3国债期货：风偏反复，关注债市机会............................................................................................................4 农产品 蛋白粕：美豆需求端迎来好转盘面整体偏强..............................................................................................5白糖：国际糖价下跌国内价格相对偏强......................................................................................................6油脂板块：油脂维持宽幅震荡........................................................................................................................7玉米/玉米淀粉：产区现货稳定，盘面偏弱震荡...........................................................................................8生猪：出栏压力好转现货小幅上涨..............................................................................................................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：成本支撑较强，多单持有..............................................................................................................15 有色金属 金银：悲观情绪蔓延短期波动加剧.............................................................................................................16铂钯：强美元下金属震荡运行铂钯谨慎参与单边交易.............................................................................17铜：节前关注情绪变化..................................................................................................................................17氧化铝：产能短期边际变化引发波动..........................................................................................................18电解铝：节前等待波动率下降中期预期不变............................................................................................19铸造铝合金：随板块震荡为主......................................................................................................................20锌：关注市场情绪变化..................................................................................................................................21 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：有机硅减产预期增加，修正此前观点..........................................................................................24多晶硅：行业自律和挺价预期再起，盘面波动加大..................................................................................25碳酸锂：节前情绪主导，等待波动率下降..................................................................................................25锡：关注市场情绪..........................................................................................................................................26 航运板块 集运：船司开启3月宣涨，关注伊朗地缘动态..........................................................................................27 能源化工 原油：等待靴子落地......................................................................................................................................28沥青：中期原料成本抬升及缺口担忧仍存..................................................................................................28燃料油：高硫现货市场始终强势，近端地缘风险关注..............................................................................29LPG：节前震荡整理........................................................................................................................................30天然气：地缘风险到关键时期，寒冷天气即将影响欧亚..........................................................................31PX&PTA：聚酯减停产陆续兑现，织造销售逐步停止.................................................................................31BZ&EB：供需平衡预期向好，苯乙烯阶段性去库.......................................................................................32乙二醇：累库压力明显..................................................................................................................................33短纤：短纤工厂按计划减停产......................................................................................................................34瓶片：加工差走强..................................................................................