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：贴水扩大或是多头止盈................................................................................................................4国债期货：外部不确定性仍在，债市窄幅震荡............................................................................................5 农产品 蛋白粕：供应压力较大盘面整体承压..........................................................................................................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：小麦拍卖成交价下跌，盘面偏弱震荡...............................................................................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：需求有所回升蛋价稳定为主..........................................................................................................10苹果：苹果需求尚可价格坚挺....................................................................................................................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，趋势不明显......................................................................................................................14铁矿：供应扰动持续，矿价高位运行..........................................................................................................15铁合金：受原油大幅波动影响，价格高位震荡..........................................................................................16 有色金属 金银：美伊谈判条件难以弥合市场乐观情绪回落....................................................................................17铂钯：谈判仍处僵持阶段贵金属横盘择向.................................................................................................18铜：关注美伊谈判进程..................................................................................................................................18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..............................................................................................................................22 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：盘面价格触及区间上沿，轻仓偏空参与......................................................................................24多晶硅：需求羸弱，偏空思路看待..............................................................................................................25碳酸锂：低价吸引下游买盘..........................................................................................................................25锡：锡价受停火预期有所提振......................................................................................................................26 航运及碳排放 集运：中远恢复中东订舱避开霍尔木兹海峡，美伊谈判仍持续博弈......................................................28干散货运价：中东地缘政治冲突依旧存在，市场持续等待美伊谈判结果..............................................29碳排放：中国碳市场交易平淡，欧盟碳市场3月合约交割......................................................................30 能源化工 原油：谈判前景不明，供应缺口仍存..........................................................................................................33沥青：供应收缩现实仍存，关注近端油价波动风险................................................................................34燃料油：高低硫价差关注低硫减产及高硫旺季需求启动节奏..................................................................34LPG：外盘下跌驱动内盘走弱......................................................................................................................35天然气：地缘风险反复，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：炼厂降负影响纯苯供应，苯进口量同比下降...............................................................................38乙二醇：进口量下修......................................................................................................................................38短纤：加工差区间波动...........................................................................................................