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：板块轮动股指震荡......................................................................................................................4国债期货：数据普超预期................................................................................................................................5 农产品 蛋白粕：供应压力较大盘面大幅下行..........................................................................................................6白糖：国际糖价大幅回落国内糖价小幅下跌..............................................................................................6油脂板块：原油下跌明显，油脂短期或高位震荡........................................................................................7玉米/玉米淀粉：小米拍卖增量，盘面高位震荡...........................................................................................8生猪：供应压力增加价格下行压力增加......................................................................................................9花生：花生现货偏强，花生盘面偏强震荡..................................................................................................10鸡蛋：淘鸡积极性下降蛋价稳定为主......................................................................................................10苹果：苹果去库速度尚可好货价格坚挺....................................................................................................11棉花-棉纱：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：震荡偏强运行......................................................................................................................................14铁矿：供应扰动加大，现货高位套保为主..................................................................................................15铁合金：正反馈持续，驱动仍然偏强..........................................................................................................16 有色金属 金银：地缘形势反复金银陷入震荡.............................................................................................................17铂钯：油价失控担忧缓解贵金属压力减弱.................................................................................................18铜：地缘风险扰动不断，铜价持续震荡......................................................................................................19氧化铝：运费上涨氧化铝随市场情绪波动.................................................................................................19电解铝：地缘冲突存不确定性供给仍在下降.............................................................................................20铸造铝合金：随铝价宽幅震荡运行..............................................................................................................21锌：国内社会库存持续累库..........................................................................................................................21 铅：逢低买入..................................................................................................................................................22镍：宏观主导短期价格..................................................................................................................................23不锈钢：成本支撑，跟随镍价运行..............................................................................................................24工业硅：区间震荡..........................................................................................................................................24多晶硅：短期震荡，等待政策指引..............................................................................................................25碳酸锂：供需矛盾不突出，高位震荡..........................................................................................................26锡：美伊局势未明，锡价区间震荡..............................................................................................................26 航运及碳排放 集运：中美双方开启会晤，关注船司燃油附加费征收情况......................................................................28干散货运价：中东战火依旧持续，高低硫油价差拉大或将显著影响分船型市场..................................29碳排放：国内交易持续平淡欧盟领导人峰会在即....................................................................................30 能源化工 原油：地缘消息频出，油价高位震荡..........................................................................................................32沥青：主营降负增大，原料担忧持续..........................................................................................................32燃料油：炼厂降负或影响国内保税低硫产量..............................................................................................33LPG：地缘持续紧张，走势震荡偏强............................................................................................................34天然气：地缘风险持续，上涨趋势不改......................................................................................................35PX&PTA：供应存计划外缩量预期.................................................................................................................36BZ&EB：纯苯苯乙烯国内负荷均下降...........................................................................................................37乙二醇：伊朗装置回归.................................................................................................................................