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：风险偏好继续下降........................................................................................................................3国债期货：资金收敛叠加赎回担忧，期债小幅收跌....................................................................................4 农产品 蛋白粕：供应整体宽松盘面震荡运行..........................................................................................................5白糖：内外糖价格疲软....................................................................................................................................5油脂板块：中东地缘再起，油脂波动增加....................................................................................................6玉米/玉米淀粉：玉米现货偏弱，玉米期货窄幅震荡...................................................................................7生猪：供应压力增加价格整体下行...............................................................................................................8花生：现货稳定，花生盘面高位震荡............................................................................................................9苹果：早熟苹果价格低短期苹果价格震荡.................................................................................................10鸡蛋：现货价格有所上涨..............................................................................................................................11棉花-棉纱：短期变化不大棉价区间震荡为主............................................................................................12 黑色金属 钢材：需求承压，钢价维持低位震荡..........................................................................................................13双焦：宽幅震荡，难有趋势..........................................................................................................................13铁矿：终端需求低位，矿价偏弱运行..........................................................................................................14铁合金：供需转弱，价格承压......................................................................................................................15 有色金属 贵金属：海峡再度封锁贵金属走弱.............................................................................................................17铜：宏观扰动增加，铜价持续震荡..............................................................................................................18氧化铝：下游采购情绪不佳现货价下行.....................................................................................................18电解铝：中东冲突升级本周关注美联储政策预期....................................................................................19铸造铝合金：随铝价震荡偏弱......................................................................................................................20锌：关注资金情绪影响..................................................................................................................................20铅：警惕铅价进一步下跌..............................................................................................................................21镍：宏观环境反复，镍价震荡整理..............................................................................................................22 不锈钢：空头离场，不锈钢价格反弹..........................................................................................................22工业硅：短期震荡看待..................................................................................................................................23多晶硅：短线震荡，长线偏强......................................................................................................................24碳酸锂：供需整体偏强，锂价测试支撑位..................................................................................................24锡：警惕宏观压力，锡价或宽幅震荡..........................................................................................................25 航运及碳排放 集运：美伊战事重启，关注胡塞武装动作..................................................................................................27干散货运价：Capesize市场持续走强支撑BDI指数，地缘反复持续扰动海湾船舶通行量....................28碳排放：国内配额大宗交易价格回升，高温天气持续抬升欧盟电力供给压力......................................29 能源化工 原油：美国再次海上封锁并收费国际油价大涨.........................................................................................31沥青：供应小幅回升，成本库存支撑........................................................................................................31燃料油：俄罗斯能源设施受袭持续..............................................................................................................32LPG：地缘再起波澜........................................................................................................................................33天然气：霍尔木兹局势持续升级..................................................................................................................34PX&PTA：成本抬升供需偏紧........................................................................................................................35BZ&EB：纯苯苯乙烯负荷环比下降，短期受地缘情绪影响大...................................................................36乙二醇：库存下降基差走强.........................................................................................................................37短纤：产销偏弱市场气氛观望...................................................................................................................