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：假日消息平静，股市情绪高涨....................................................................................................3国债期货：继续关注地缘发展与资金面变化................................................................................................4 农产品 蛋白粕：市场变动有限盘面偏强运行..........................................................................................................5白糖：巴西上调乙醇掺混比例国际糖价大涨............................................................................................5油脂板块：生柴预期向好油脂震荡上涨....................................................................................................6玉米/玉米淀粉：现货稳定，盘面高位震荡...................................................................................................7生猪：供应压力好转价格偏强运行..............................................................................................................8花生：花生现货稳定，花生盘面窄幅震荡....................................................................................................9鸡蛋：假期蛋价表现尚可供应仍有承压....................................................................................................10苹果：走货情况一般果价震荡偏弱..........................................................................................................10棉花-棉纱：假期美棉走势偏强郑棉基本面有所支撑...............................................................................11 黑色金属 钢材：铁水产量见顶，钢价高位震荡..........................................................................................................13双焦：短期震荡运行，中期可等待逢低做多机会......................................................................................13铁矿：终端需求低位，矿价偏空对待..........................................................................................................14铁合金：能源与成本扰动仍存，底部支撑较强..........................................................................................15 有色金属 贵金属：美伊战事仍处僵局贵金属震荡运行.............................................................................................16铜：美伊态度反复，铜价震荡加剧..............................................................................................................16氧化铝：几内亚铝土矿出口政策仍未落地关注仓单压力........................................................................17电解铝：美国为美伊冲突局势降温关注海外现货的短缺........................................................................18铸造铝合金：随板块震荡为主......................................................................................................................18锌：宏观反复锌价宽幅震荡逢低分批布局多单.........................................................................................19铅：逢低轻仓试多..........................................................................................................................................20镍：硫磺影响印尼MHP生产，镍价高位运行............................................................................................21 不锈钢：供需好转，成本支撑，价格高位运行..........................................................................................22工业硅：投机情绪高涨，顺势而为，看图交易..........................................................................................23多晶硅：技术上回调，二次探底，短空长多..............................................................................................24碳酸锂：供需阶段偏紧推高锂价..................................................................................................................24锡：锡价上方压力减轻..................................................................................................................................25 航运及碳排放 集运：美伊局势仍在博弈，关注5月下半月现货落地情况......................................................................27干散货运价：散货租金费率延续高位震荡，关注中东地缘局势进展情况..............................................28碳排放：中国碳市场交易活跃度提升，德国政策减少碳市场配额供给..................................................29 能源化工 原油：美伊停火维持，油价回吐部分涨幅..................................................................................................32沥青：成本供应库存利多支撑......................................................................................................................32燃料油：成本端波动扩大，高硫强势维持..................................................................................................33LPG：进口货源仍然偏紧................................................................................................................................34天然气：短期价格跟随地缘情绪波动..........................................................................................................35PX&PTA：5月降负幅度大，库存开始逐步去化..........................................................................................36BZ&EB：部分装置检修延期，5月苯乙烯检修增多....................................................................................36乙二醇：华东港口库存去库..........................................................................................................................37短纤：江浙终端负荷下降..............................................................................................................................38瓶片：库存持续去化....................................................................................................................................38丙烯：负荷继续下降............................................................