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：4000点再受考验...........................................................................................................................3国债期货：关注早间央行隔夜逆回购操作....................................................................................................3 农产品 蛋白粕：供应压力好转盘面偏强运行..........................................................................................................5白糖：国际糖价大涨国内糖价弱势跟随......................................................................................................5油脂板块：天气升水逐渐显现，油脂或将有所上涨....................................................................................6玉米/玉米淀粉：玉米现货稳定，玉米期货底部反弹...................................................................................7生猪：供应压力好转价格整体上行..............................................................................................................8花生：现货稳定，花生盘面高位震荡............................................................................................................9苹果：套袋量增加苹果价格震荡................................................................................................................10鸡蛋：鸡蛋现货价格下跌..............................................................................................................................11棉花-棉纱：整体变化不大郑棉区间震荡...................................................................................................12 黑色金属 钢材：现实和成本的矛盾下钢价维持震荡..................................................................................................13双焦：震荡运行，可尝试轻仓试多..............................................................................................................13铁矿：终端需求低位，矿价偏弱运行..........................................................................................................14铁合金：供需弱稳，偏弱震荡......................................................................................................................15 有色金属 贵金属：美伊冲突再起贵金属震荡运行.....................................................................................................16铜：关注232落地情况，多单止盈离场......................................................................................................17氧化铝：铝土矿海运费下降但氧化铝现货仍偏紧....................................................................................18电解铝：中东地区再起硝烟铝价企稳运行................................................................................................19铸造铝合金：美伊再起冲突价格预期企稳运行........................................................................................20锌：关注资金情绪影响..................................................................................................................................20铅：供需双弱铅价区间震荡.........................................................................................................................21镍：短期避险情绪压制有色金属..................................................................................................................22 不锈钢：震荡偏弱消化高位风险..................................................................................................................23工业硅：空单逐步离场..................................................................................................................................23多晶硅：回调买入..........................................................................................................................................24碳酸锂：增仓下行，测试支撑......................................................................................................................25锡：周末美伊冲突再现，韩半导体托底锡价..............................................................................................25 航运及碳排放 集运：美伊局势反复，关注马士基29周开舱价格....................................................................................27干散货运价：运输需求回落带动散货市场走软，地缘曲折迫使海湾船舶通行数量重回低位..............28碳排放：中国碳价维持震荡，欧盟碳价稳步上涨......................................................................................29 能源化工 原油：美伊互指违反停火油价仍承压.........................................................................................................31沥青：成本走低需求疲弱供应偏紧..............................................................................................................32燃料油：燃料油供应环比增长......................................................................................................................32LPG：震荡整理................................................................................................................................................33天然气：震荡偏弱..........................................................................................................................................34PX&PTA：TA维持去库格局...........................................................................................................................35BZ&EB：成本坍塌价格下移...........................................................................................................................36乙二醇：乙二醇库存持续去化中..................................................................................................................37短纤：加工差低位................................................