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：市场震荡或加大............................................................................................................................3国债期货：关注中美会谈对风偏影响............................................................................................................4 农产品 蛋白粕：供应整体充足盘面震荡运行..........................................................................................................5白糖：国际糖价大涨郑糖价格走强..............................................................................................................5油脂板块：震荡运行........................................................................................................................................7玉米/玉米淀粉：现货企稳，盘面底部反弹...................................................................................................8生猪：出栏稳定为主价格整体震荡..............................................................................................................8花生：花生现货稳定，花生盘面底部震荡....................................................................................................9鸡蛋：需求表现尚可蛋价有所上涨..........................................................................................................10苹果：走货情况一般果价震荡偏弱..........................................................................................................11棉花-棉纱：全球棉花产量下调棉花价格大趋势仍强...............................................................................12 黑色金属 钢材：焦炭提涨步入尾声，警惕回落风险..................................................................................................13双焦：震荡运行，可关注逢低做多机会......................................................................................................13铁矿：宏观和资金主导，上行空间有限......................................................................................................14铁合金：工信部节能监察，预计短期提振情绪..........................................................................................15 有色金属 贵金属：美PPI数据强势贵金属宏观承压..................................................................................................16铜：供应扰动不断，铜价继续上行..............................................................................................................17氧化铝：新投复产共同推进关注仓单压力................................................................................................17电解铝：沪铝随外盘上涨..............................................................................................................................18铸造铝合金：随铝价反弹..............................................................................................................................19锌：获利多单继续持有，可设置止损线保护利润......................................................................................20铅：再生铅冶炼成本上移铅价底部仍有支撑.............................................................................................20镍：镍价跟随硫磺价格运行..........................................................................................................................21 不锈钢：中枢抬升，高位运行......................................................................................................................22工业硅：利空逐渐释放，逢高布局空单......................................................................................................23多晶硅：二次探底，短空长多......................................................................................................................23碳酸锂：阶段性供需错配推高锂价..............................................................................................................24锡：锡价或高位震荡......................................................................................................................................25 航运及碳排放 集运：船司开启6月宣涨，中美会唔开启..................................................................................................26干散货运价：中小船市场依旧强势支撑BDI延续走强，关注中美会晤对于货运需求的影响...............27碳排放：中国碳价挂牌协议成交量回暖，欧盟增加下半年拍卖配额......................................................28 能源化工 原油：市场在中美元首会晤前保持观望......................................................................................................31沥青：成本波动加剧，供应持续受限..........................................................................................................32燃料油：燃油供应收缩，地缘波动风险加剧..............................................................................................32LPG：需求疲软vs成本支撑........................................................................................................................33天然气：高位宽幅震荡为主..........................................................................................................................34PX&PTA：震荡.................................................................................................................................................35BZ&EB：部分装置意外停车...........................................................................................................................36乙二醇：合成气制乙二醇负荷上升至高点..................................................................................................37短纤：库存偏高订单向上动能较弱.........................................................................................................