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：美股反弹添信心............................................................................................................................4国债期货：外盘风偏明显反弹........................................................................................................................5 农产品 蛋白粕：报告整体偏多盘面偏强运行..........................................................................................................6白糖：巴西糖产预期下调国际糖价坚挺......................................................................................................6油脂板块：印尼重申实行b50，油脂盘面再次上涨.....................................................................................7玉米/玉米淀粉：现货回落，盘面底部震荡...................................................................................................8生猪：出栏压力有限价格阶段稳定..............................................................................................................9花生：花生现货稳定，花生盘面窄幅震荡..................................................................................................10鸡蛋：现货价格趋稳淘汰有所增加..........................................................................................................10苹果：苹果需求尚可价格坚挺....................................................................................................................11棉花-棉纱：利多因素支撑走势震荡偏强...................................................................................................12 黑色金属 钢材：海外情绪搅动期价，钢材缺乏趋势性行情......................................................................................13双焦：情绪消退，关注基本面实质变化......................................................................................................13铁矿：供应扰动仍存，矿价高位运行..........................................................................................................14铁合金：基本面正反馈，受油价影响高位震荡..........................................................................................15 有色金属 金银：美方现退出战争信号金银反弹.........................................................................................................16铂钯：地缘冲突边际缓和贵金属反弹上行.................................................................................................17铜：关注美伊局势变化..................................................................................................................................17氧化铝：关注几内亚矿政及中东地缘冲突走势..........................................................................................18电解铝：美伊均释放结束中东冲突意愿......................................................................................................19铸造铝合金：地缘冲突边际存缓和预期......................................................................................................20锌：关注宏观及资金情绪..............................................................................................................................21 铅：区间震荡..................................................................................................................................................21镍：外围市场缓和支撑镍价..........................................................................................................................22不锈钢：成本支撑，跟随镍价运行..............................................................................................................23工业硅：偏空参与..........................................................................................................................................24多晶硅：需求羸弱，偏空思路看待..............................................................................................................24碳酸锂：下游排产强于预期可能提供支撑..................................................................................................25锡：地缘预期转向支撑，锡价偏强震荡......................................................................................................26 航运及碳排放 集运：现货运价仍在探底，地缘情绪有所缓和..........................................................................................27干散货运价：中东地缘政治冲突依旧持续，关注西澳部分铝土矿区关停时长......................................28碳排放：中国碳市场交易平淡，意大利立法推迟煤电厂退出时间..........................................................29 能源化工 原油：市场再次交易谈判可能......................................................................................................................32沥青：成本上行供应收缩，底部支撑强劲..................................................................................................32燃料油：地缘冲突背景下燃料油仍维持强势..............................................................................................33LPG：盘面维持高位震荡................................................................................................................................34天然气：地缘风险反复，上涨趋势不改......................................................................................................34PX&PTA：原料影响下未来PTA装置或增加变动.........................................................................................36BZ&EB：炼厂降负影响纯苯供应，苯进口量同比下降...............................................................................36乙二醇：海外停车增多，供应收紧..............................................................................................................37短纤：加工差区间波动...................................