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：技术反弹有望出现........................................................................................................................4国债期货：长端利差小幅收窄........................................................................................................................5 农产品 蛋白粕：市场扰动增加盘面震荡运行..........................................................................................................6白糖：国际糖价小幅下跌国内糖价震荡......................................................................................................6油脂板块：原油大幅下跌，油脂跟随跌势....................................................................................................8玉米/玉米淀粉：小麦拍卖增量，盘面高位震荡...........................................................................................8生猪：出栏压力增加价格整体下行..............................................................................................................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：去库速度较快苹果价格坚挺............................................................................................................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：海外情绪搅动期价，钢材缺乏趋势性行情......................................................................................14双焦：波动较大，关注地缘冲突进展..........................................................................................................14铁矿：供应扰动加大，矿价高位运行..........................................................................................................15铁合金：能源成本推动下震荡偏强..............................................................................................................16 有色金属 金银：消息面主导情绪金银宽幅震荡........................................................................................................17铂钯：TACO再现贵金属价格短线反弹.......................................................................................................18铜：关注宏观情绪切换..................................................................................................................................19氧化铝：关注几内亚矿政及中东地缘冲突走势..........................................................................................19电解铝：地缘冲突存在不确定性..................................................................................................................20铸造铝合金：地缘冲突局势存在不确定震荡运行....................................................................................21锌：关注宏观及资金情绪..............................................................................................................................21 铅：低位震荡..................................................................................................................................................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：短期偏弱，关注政策指引..............................................................................................................25碳酸锂：低价吸引下游买盘..........................................................................................................................25锡：锡价随宏观情绪变化..............................................................................................................................26 航运及碳排放 集运：美伊谈判传闻发酵，油价大幅下跌..................................................................................................28干散货运价：中东局势动荡扰乱全球发运，不同船型板块分化明显......................................................29碳排放：中国碳市场交易平淡，欧盟批准风电援助计划兑现工业纾困承诺..........................................30 能源化工 原油：谈判疑云重重，价格波幅增大..........................................................................................................33沥青：地缘降温，关注近端油价波动风险..................................................................................................33燃料油：地缘降温，关注近端油价波动风险..............................................................................................34LPG：跟随地缘波动........................................................................................................................................35天然气：地缘风险持续，上涨趋势不改......................................................................................................36PX&PTA：供应存计划外缩量预期，PTA企业或被动减产..........................................................................37BZ&EB：原料供应短缺，基本面向好...........................................................................................................38乙二醇：进口量下修.....................................................................................................