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：美股下跌影响情绪........................................................................................................................4国债期货：风偏有所反复................................................................................................................................5 农产品 蛋白粕：扰动因素增加盘面震荡运行..........................................................................................................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：小麦拍卖成交价下跌，盘面偏弱震荡...............................................................................8生猪：供应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：供应扰动仍存，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：美伊边打边谈市场维持震荡............................................................................................................17铂钯：中东冲突持续贵金属震荡走弱.........................................................................................................18铜：关注美伊谈判进程..................................................................................................................................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..............................................................................................................24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..............................................................................................................24碳酸锂：供应扰动发酵支撑价格高位运行..................................................................................................25锡：美伊和谈存疑，锡价承压......................................................................................................................26 航运及碳排放 集运：美对伊朗能源打击再延10天，现货仍有调降预期........................................................................27干散货运价：西澳恶劣天气引发市场担忧矿石发运，钢厂补库需求回升支撑大船租金走高..............28碳排放：中国碳市场交易平淡，欧盟碳市场3月合约交割......................................................................29 能源化工 原油：谈判前景仍不明朗..............................................................................................................................31沥青：供应收缩现实仍存，关注近端油价波动风险..................................................................................32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..................................................................32LPG：围绕地缘局势波动................................................................................................................................33天然气：地缘风险反复，上涨趋势不改......................................................................................................34PX&PTA：供应存计划外缩量预期，PTA企业被动减产..............................................................................35BZ&EB：炼厂降负影响纯苯供应，苯进口量同比下降...............................................................................36乙二醇：进口量下修......................................................................................................................................37短纤：加工差区间波动..................................................