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：强者恒强........................................................................................................................................3国债期货：30Y收益率触及4月低点.............................................................................................................4 农产品 蛋白粕：供应整体宽松盘面偏强运行..........................................................................................................5白糖：国内外糖价大区间震荡........................................................................................................................5油脂板块：油脂震荡运行................................................................................................................................7玉米/玉米淀粉：今天糙米拍卖，关注成交情况...........................................................................................7生猪：出栏压力较大价格整体下行..............................................................................................................8花生：花生现货偏弱，花生盘面底部震荡....................................................................................................9鸡蛋：现货价格继续上涨期货价格强势....................................................................................................10苹果：新季增产预期强苹果价格偏弱........................................................................................................11棉花-棉纱：短期棉价震荡略偏强.................................................................................................................11 黑色金属 钢材：煤矿供应收缩预期仍存，钢价维持震荡..........................................................................................14双焦：煤矿保安全与保供平衡，谨慎看多..................................................................................................14铁矿：终端需求低位，矿价偏空对待..........................................................................................................15铁合金：底部逐步抬升..................................................................................................................................16 有色金属 贵金属：4月PCE符合预期美伊和谈再迎转机.........................................................................................17铜：宏观情绪反复，暂时观望......................................................................................................................17氧化铝：关注几内亚铝土矿政策预期..........................................................................................................18电解铝：中东冲突情形反复海外维持低库存..........................................................................................19铸造铝合金：随铝价震荡..............................................................................................................................20锌：供应端干扰仍存逢低做多思路不变....................................................................................................20铅：区间高抛低吸为主..................................................................................................................................21镍：中东局势影响镍价高位震荡..................................................................................................................22 不锈钢：跟随镍价高位震荡..........................................................................................................................22工业硅：煤炭价格夯实底部，逢低买入......................................................................................................23多晶硅：二次探底，现货压力增大，短空长多，存量多单谨慎..............................................................24碳酸锂：锂价高位震荡，下跌空间有限......................................................................................................24锡：供应担忧支撑锡价..................................................................................................................................25 航运及碳排放 集运：美伊谈判持续博弈，MSK宣涨6月下半月目标价4700.................................................................27干散货运价：中东地缘政治冲突进展曲折，市场供应链担忧仍存支撑租金维持高位..........................28碳排放：中国碳市场止跌，欧盟6国重提碳市场反对意见......................................................................29 能源化工 原油：美伊延长停火，油价偏弱运行..........................................................................................................31沥青：近端强底部支撑..................................................................................................................................31燃料油：地缘风险不确定性增强，美伊尚未达成协议..............................................................................32LPG：盘面偏弱运行........................................................................................................................................33天然气：地缘情绪主导市场走势..................................................................................................................34PX&PTA：关注美伊及下游补库情况.............................................................................................................35BZ&EB：调油需求增加支撑芳烃价格...........................................................................................................36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............................................................................................................