银河期货每日早盘观察

每 日早 盘 观 察 每日早盘观察 目录 金融衍生品 股指期货：油气力撑股指................................................................................................................................4国债期货：短期追涨或需谨慎........................................................................................................................5 农产品 蛋白粕：利多反应充分粕类压力增加..........................................................................................................6白糖：国际局势动荡国际糖价冲高回落......................................................................................................6油脂板块：地缘冲突升级，油脂波动或加大................................................................................................7玉米/玉米淀粉：产区现货上涨，盘面冲高回落...........................................................................................8生猪：出栏压力增加价格整体下行..............................................................................................................9花生：花生现货稳定，花生盘面底部震荡..................................................................................................10鸡蛋：节后进入淡季蛋价稳中有落..........................................................................................................11苹果：苹果走货好转价格较为坚挺............................................................................................................12棉花-棉纱：基本面有所支撑棉价表现偏强...............................................................................................12 黑色金属 钢材：两会前钢价延续震荡..........................................................................................................................14双焦：地缘冲突加剧，可尝试逢低做多......................................................................................................14铁矿：地缘冲突加大，矿价震荡运行..........................................................................................................15铁合金：盈亏比降低，多单部分止盈..........................................................................................................16 有色金属 金银：地缘冲突持续，金银高位震荡..........................................................................................................17铂钯：中东地缘冲突影响继续避险需求支撑贵金属价格.........................................................................18铜：短期高位盘整，回调后买入..................................................................................................................19氧化铝：现货价格存支撑但过剩预期存压制..............................................................................................20电解铝：地缘冲突或带动铝价波动扩大......................................................................................................21铸造铝合金：随铝价波动扩大......................................................................................................................22锌：地缘政治影响锌价波动加剧.................................................................................................................22 铅：区间震荡..................................................................................................................................................23镍：中东局势降低市场风险偏好，镍价可能继续回调..............................................................................24不锈钢：成本支撑，跟随镍价走弱..............................................................................................................25工业硅：多空因素交织，震荡看待..............................................................................................................25多晶硅：基本面偏空，关注现货成交情况..................................................................................................26碳酸锂：高位运行，关注前高阻力..............................................................................................................26锡：缅甸长期复产预期，锡价承压下行......................................................................................................27 航运及碳排放 集运：中东伊朗局势升级，MSC调涨3月下半月宣涨目标......................................................................29干散货运价：需求强劲支撑中小型船运价持续走高，关注后续货盘释放是否支撑当前节奏..............30碳排放：国内交易交易平淡欧盟碳市场改革反对声出现........................................................................31 能源化工 原油：霍尔木兹海峡通行停滞，油价大幅攀升..........................................................................................33沥青：成本支撑..............................................................................................................................................33燃料油：高低硫近端聚焦供应矛盾，关注地缘风险..................................................................................34LPG：海峡受阻，油气飙升............................................................................................................................35天然气：战火燃起，地缘主导市场走向......................................................................................................36PX&PTA：跟随成本端走强.............................................................................................................................37BZ&EB：3月苯乙烯有较多检修计划............................................................................................................38乙二醇：伊朗装置停车，中东进口货源受影响..........................................................................................38短纤：跟随成本走强.....................................................................