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：科技主线不变................................................................................................................................3国债期货：资金面预期率先转暖....................................................................................................................4 农产品 蛋白粕：供应压力较大盘面震荡运行..........................................................................................................6白糖：外盘价格疲软国内糖价弱势..............................................................................................................6油脂板块：油脂整体震荡运行........................................................................................................................8玉米/玉米淀粉：玉米现货稳定，玉米期货底部震荡...................................................................................9生猪：供应压力增加价格震荡运行..............................................................................................................9花生：河南花生面积减少，花生盘面偏强震荡..........................................................................................10鸡蛋：鸡蛋现货价格下跌..............................................................................................................................11苹果：出货量下降苹果价格震荡................................................................................................................12棉花-棉纱：美棉有所上涨郑棉有所支撑...................................................................................................13 黑色金属 钢材：现实和成本的矛盾下钢价维持震荡..................................................................................................15双焦：资金博弈激烈，关注底部支撑..........................................................................................................15铁矿：市场预期反复，矿价偏弱运行..........................................................................................................16铁合金：供需平稳，底部震荡......................................................................................................................17 有色金属 贵金属：以黎争端阻碍和谈贵金属震荡下跌...........................................................................................18铜：美伊谈判反复，关注宏观变化..............................................................................................................19氧化铝：几内亚矿政预期仍在氧化铝减产后短期存支撑........................................................................20电解铝：美伊谈判存坎坷、加息预期压力仍在铝价短期震荡................................................................21铸造铝合金：美伊谈判存坎坷关注价差波动............................................................................................21锌：区间震荡为主..........................................................................................................................................22铅：供需双弱铅价区间震荡.........................................................................................................................23镍：宏观环境反复，镍价弱势震荡..............................................................................................................23 不锈钢：镍铁偏紧、仓单低位推高不锈钢价格..........................................................................................24工业硅：逢高沽空..........................................................................................................................................25多晶硅：高波状态，建议观望......................................................................................................................26碳酸锂：现货偏弱，锂价回调未结束..........................................................................................................26锡：美联储偏鹰，基本面支撑锡价..............................................................................................................27 航运及碳排放 集运：短期海峡通行数量有所改善，但地缘和通航预期仍反复变化......................................................29干散货运价：散货运费延续结构性分化，关注美伊停火谈判后续进展..................................................30碳排放：中国碳价震荡为主，欧盟改革支撑碳价......................................................................................31 能源化工 原油：海峡再次封锁，原油高开..................................................................................................................33沥青：成本下行，现货坚挺..........................................................................................................................33燃料油：关注海峡恢复及浮仓消化具体现实..............................................................................................34LPG：地缘渐入尾声........................................................................................................................................35天然气：局势仍未尘埃落定，观望为主......................................................................................................36PX&PTA：TA维持去库格局，下游跌后补库................................................................................................37BZ&EB：地缘有降温迹象，静待补库拐点...................................................................................................37乙二醇：乙二醇库存持续去化中..................................................................................................................38短纤：短期需求提振......................................................................................................................................39瓶片：加