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：反弹有望延续................................................................................................................................4国债期货：跨品种套利头寸部份止盈............................................................................................................5 农产品 蛋白粕：供应压力增加盘面整体下行..........................................................................................................6白糖：国际糖价大涨国内糖价震荡..............................................................................................................6油脂板块：油脂维持高位震荡........................................................................................................................7玉米/玉米淀粉：玉米上量增加，盘面偏弱震荡...........................................................................................8生猪：供应压力增加价格下行为主..............................................................................................................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：中东局势现缓和曙光金银回暖........................................................................................................17铂钯：和谈预期走强贵金属价格拉升.........................................................................................................18铜：地缘风险有望缓和，铜价小幅反弹......................................................................................................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......................................................................................................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..............................................................................................................23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：美国提出协议拟停火1个月，短期地缘情绪缓和..........................................................................28干散货运价：伊朗新设安全走廊供船舶通行，后续或将带来船舶贸易环境的边际好转......................29碳排放：中国碳市场交易平淡，欧盟碳市场信心与价格修复..................................................................30 能源化工 原油：走势紧随地缘局势，日内剧烈波动..................................................................................................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：外盘下跌驱动内盘走弱........................................................................................................................35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，PTA企业或被动减产..........................................................................37BZ&EB：原料供应担忧，苯乙烯出口向好...................................................................................................37乙二醇：进口量下修......................................................................................................................................38短纤