银河期货每日早盘观察

每 日早 盘 观 察 每日早盘观察 目录 金融衍生品 股指期货：科技行情继续火热........................................................................................................................4国债期货：多头止盈或有增多........................................................................................................................5 农产品 蛋白粕：市场变动一般价格偏强运行..........................................................................................................6白糖：外糖价格收涨国内价格强势..............................................................................................................6油脂板块：多头情绪较浓，油脂高位震荡运行............................................................................................7玉米/玉米淀粉：现货偏强，盘面高位震荡...................................................................................................8生猪：出栏压力好转价格整体偏强..............................................................................................................9花生：花生现货稳定，花生盘面窄幅震荡..................................................................................................10鸡蛋：鸡蛋现货价格较高养殖利润较好....................................................................................................11苹果：西部部分产区突然降雪倒春寒或影响产量....................................................................................11棉花-棉纱：外棉价格回落郑棉价格上涨...................................................................................................12 黑色金属 钢材：市场情绪好转，钢价延续上涨..........................................................................................................14双焦：震荡偏强，多单可继续持有..............................................................................................................14铁矿：终端需求低位，矿价震荡运行..........................................................................................................15铁合金：需求有压力，成本存支撑..............................................................................................................16 有色金属 贵金属：美伊谈判持续博弈沃什鹰派表态贵金属略有承压....................................................................17铜：中东局势缓和，铜价走高......................................................................................................................18氧化铝：西南短期事故减产关注现货价格走势.........................................................................................18电解铝：美方决定延长停火期限市场风险偏好好转.................................................................................19铸造铝合金：中东继续停火市场风险偏好预计好转.................................................................................20锌：获利多单继续持有..................................................................................................................................20铅：获利空单继续持有..................................................................................................................................21 镍：中东局势反复，镍价高位运行..............................................................................................................22不锈钢：成本支撑，跟随镍价运行..............................................................................................................23工业硅：情绪面利多，空单做好保护..........................................................................................................23多晶硅：短期根据技术图形操作，注意回调风险，长线偏多思路..........................................................24碳酸锂：累库放缓助推锂价上行..................................................................................................................25锡：锡矿供应趋稳，短期窄幅震荡..............................................................................................................26 航运及碳排放 集运：美伊是否重启谈判尚未达成共识，宣涨情绪消化后关注落地幅度..............................................27干散货运价：散货市场延续上行但内部结构分化，美伊双方停火谈判仍陷僵局..................................28碳排放：中国碳市场大宗交易带动价格下跌，英国欲再谈与欧盟碳市场对接......................................29 能源化工 原油：谈判前景仍存不确定性......................................................................................................................32沥青：成本波动风险加剧..............................................................................................................................32燃料油：俄罗斯能源设施持续受袭..............................................................................................................33LPG：供需僵持，盘面降波走势....................................................................................................................34天然气：短期价格跟随地缘情绪波动..........................................................................................................35PX&PTA：原料压力增加，TA利润压缩........................................................................................................36BZ&EB：纯苯继续降负，去库幅度增加.......................................................................................................37乙二醇：华东港口库存去库..........................................................................................................................38短纤：下游新订单疲弱..................................................................................................................................38瓶片：库存持续去化...................................................................................................................