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：板块分化股指震荡........................................................................................................................3国债期货：经济数据不及预期........................................................................................................................4 农产品 蛋白粕：供应压力增加盘面修复上涨..........................................................................................................5白糖：国际糖价大幅冲高后回落....................................................................................................................5油脂板块：震荡运行........................................................................................................................................6玉米/玉米淀粉：现货稳定，盘面底部震荡...................................................................................................7生猪：出栏整体稳定价格震荡为主..............................................................................................................8花生：花生现货偏弱，花生盘面底部震荡....................................................................................................9鸡蛋：需求表现尚可蛋价有所上涨............................................................................................................9苹果：消费情况一般苹果价格偏弱............................................................................................................10棉花-棉纱：多空因素交织棉花价格预计将调整.......................................................................................11 黑色金属 钢材：基本面变化不大，钢价震荡回落......................................................................................................13双焦：底部有支撑，可关注逢低做多机会..................................................................................................13铁矿：宏观和资金主导，高位偏空对待......................................................................................................14铁合金：供需平稳，低位震荡......................................................................................................................15 有色金属 贵金属：美推迟对伊朗打击贵金属小幅反弹.............................................................................................16铜：美伊局势缓和，铜价反弹......................................................................................................................17氧化铝：新投复产共同推进关注仓单压力................................................................................................17电解铝：加息担忧再起铝价随板块承压.....................................................................................................18铸造铝合金：随铝价震荡..............................................................................................................................19锌：逢低分批布局远月多单..........................................................................................................................19铅：关注再生铅复产进程短期铅价或维持区间震荡.................................................................................20镍：原料扰动较多，仍有成本支撑..............................................................................................................21 不锈钢：跟随镍价高位震荡..........................................................................................................................21工业硅：短期偏弱，前期低点附近空单逐步止盈......................................................................................22多晶硅：二次探底，短空长多......................................................................................................................23碳酸锂：锂价回调释放高位风险..................................................................................................................23锡：锡价或高位盘整......................................................................................................................................24 航运及碳排放 集运：6月运费继续上涨，特朗普推迟对伊朗打击...................................................................................26干散货运价：中小型船表现良好支撑BDI指数，后续关注国内矿石采购疲软库存高企的影响...........27碳排放：中国4月宏观经济良好，欧盟转型政策强化市场信心..............................................................28 能源化工 原油：美伊仍然维持在僵局之中..................................................................................................................31沥青：成本波动加剧，需求释放有限..........................................................................................................31燃料油：燃油供应收缩，地缘波动风险加剧..............................................................................................32LPG：多空博弈加剧........................................................................................................................................33天然气：冲突结束前易涨难跌......................................................................................................................34PX&PTA：局势再度升温，近期芳烃或偏强.................................................................................................35BZ&EB：局势再度升温，近期芳烃或偏强...................................................................................................35乙二醇：合成气制乙二醇负荷高位..............................................................................................................36短纤：库存偏高订单向上动能较弱..............................................................................................................37瓶片