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：等待局势明朗................................................................................................................................4国债期货：情绪企稳，空单止盈....................................................................................................................5 农产品 蛋白粕：供应仍有影响盘面高位震荡..........................................................................................................6白糖：国际糖价收涨国内糖价偏强走势......................................................................................................6油脂板块：生柴预期向好，油脂或高位震荡................................................................................................8玉米/玉米淀粉：产区现货偏强，盘面高位震荡...........................................................................................9生猪：供应压力较大价格震荡运行..............................................................................................................9花生：花生现货稳定，花生盘面底部震荡..................................................................................................10鸡蛋：淘鸡积极性下降蛋价稳定为主......................................................................................................11苹果：苹果库存下降价格较为坚挺............................................................................................................12棉花：棉价下方支撑大走势震荡偏强........................................................................................................12 黑色金属 钢材：原料存在支持，钢价维持震荡..........................................................................................................14双焦：观望为主，亦可逢低试多..................................................................................................................14铁矿：供应扰动加大，现货高位套保为主..................................................................................................15铁合金：短期驱动偏强，但盈亏比降低......................................................................................................16 有色金属 金银：地缘形势反复金银再度陷入震荡.....................................................................................................17铂钯：中东问题持续博弈贵金属进入震荡行情.........................................................................................18铜：地缘政治风险扰动不断，铜价持续震荡..............................................................................................18氧化铝：震荡运行..........................................................................................................................................19电解铝：中东冲突持续但当地铝暂停减产.................................................................................................20铸造铝合金：随铝价震荡运行......................................................................................................................21锌：警惕资金面对锌价影响..........................................................................................................................22 铅：逢低买入..................................................................................................................................................23镍：海峡通行仍受阻，镍价偏强运行..........................................................................................................23不锈钢：成本支撑，跟随镍价运行..............................................................................................................24工业硅：区间震荡..........................................................................................................................................25多晶硅：基本面无明显改善，震荡偏弱......................................................................................................26碳酸锂：供需矛盾不突出，高位震荡..........................................................................................................26锡：避险情绪高涨，锡价震荡走跌..............................................................................................................27 航运及碳排放 集运：船舶遇袭事件仍在发生，中东地缘局势反复..................................................................................29干散货运价：中澳铁矿石定价权谈判陷入僵局，未来Capesize船型市场租金高度或将受限..............30碳排放：国内交易保持平淡欧盟内部对于EU ETS改革分歧继续.........................................................31 能源化工 原油：风险外溢范围扩大，布油收于每桶100美元上方..........................................................................33沥青：供应限量涨价，下游观望..................................................................................................................33燃料油：新加坡燃油库存连续三周攀升......................................................................................................34LPG：跟随油价走势........................................................................................................................................35天然气：卡塔尔持续停产，供应紧张累积..................................................................................................36PX&PTA：供应存计划外缩量预期.................................................................................................................37BZ&EB：纯苯苯乙烯国内负荷均下降...........................................................................................................37乙二醇：乙烯裂解制企业降负......................................................................................................................38短纤：跟随成本端偏强