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：震荡不改上行趋势........................................................................................................................4国债期货：资金面延续偏松............................................................................................................................5 农产品 蛋白粕：市场变动有限盘面震荡运行..........................................................................................................6白糖：国际糖价下跌国内糖价抗跌..............................................................................................................6油脂板块：油脂震荡运行................................................................................................................................7玉米/玉米淀粉：现货稳定，盘面高位震荡...................................................................................................8生猪：供应压力好转价格整体上涨..............................................................................................................9花生：花生现货稳定，花生盘面窄幅震荡....................................................................................................9鸡蛋：淘汰量较高现货价格季节性偏强....................................................................................................10苹果：新果季有增产预期苹果期货易跌难涨............................................................................................11棉花-棉纱：外棉价格强势国内价格相对平稳...........................................................................................12 黑色金属 钢材：海外权重降低，钢材延续震荡走势..................................................................................................14双焦：底部有支撑，可逢低试多..................................................................................................................14铁矿：市场博弈加大，矿价震荡运行..........................................................................................................15铁合金：供需平稳，低位震荡......................................................................................................................16 有色金属 金银：地缘风险好转，金银震荡中枢抬升.................................................................................................17铂钯：重启谈判预期提振市场贵金属震荡偏强.........................................................................................18铜：战争影响钝化，铜价偏强运行..............................................................................................................18氧化铝：现货价格下跌基本面压力不减.....................................................................................................19电解铝：美伊冲突边际缓和沪铝补涨........................................................................................................20铸造铝合金：地缘冲突局势边际好转..........................................................................................................21锌：获利内外正套分批止盈..........................................................................................................................21 铅：暂时观望..................................................................................................................................................22镍：印尼调整HPM计价刺激镍价上涨........................................................................................................23不锈钢：成本支撑，跟随镍价运行..............................................................................................................24工业硅：多单持有..........................................................................................................................................24多晶硅：长线回调后买入远月合约..............................................................................................................25碳酸锂：市场担忧澳洲能源不足影响锂矿产量..........................................................................................25锡：市场情绪好转，锡价有所提振..............................................................................................................26 航运及碳排放 集运：美伊停火谈判一波三折，关注海峡通行情况..................................................................................28干散货运价：燃油价格回调推动租家重回市场，干散货市场短期整体表现较好..................................29碳排放：中国碳市场交易依旧平淡，欧盟延长ETS2下MSR2配额完全有效时间................................30 能源化工 原油：美伊或延长停火两周..........................................................................................................................32沥青：供应低位需求疲弱，成本波动加剧..................................................................................................33燃料油：富查伊拉燃料油库存继续下行......................................................................................................33LPG：地缘溢价小幅回吐................................................................................................................................34天然气：地缘局势反复..................................................................................................................................35PX&PTA：PX检修增多....................................................................................................................................36BZ&EB：纯苯港口库存去库...........................................................................................................................37乙二醇：海内外供应收紧..........................................................................