银河期货每日早盘观察

每 日 早 盘 观 察 每日早盘观察 目录 金融衍生品 股指期货：风格再度转换................................................................................................................................3国债期货：宏观数据密集发布，债市窄幅波动............................................................................................4 农产品 蛋白粕：供应压力好转盘面偏强运行...........................................................................................................6白糖：内外糖价震荡........................................................................................................................................6油脂板块：中东地缘再起，油脂波动增加....................................................................................................7玉米/玉米淀粉：玉米现货偏弱，玉米期货窄幅震荡...................................................................................8生猪：供应压力增加猪价整体下行...............................................................................................................9花生：现货稳定，花生盘面高位震荡..........................................................................................................10苹果：早熟苹果价格低短期苹果价格震荡.................................................................................................11鸡蛋：鸡蛋现货价格稳定.............................................................................................................................12棉花-棉纱：储备政策公布关注后续细节....................................................................................................12 黑色金属 钢材：海外宏观冲击，钢价底部反弹..........................................................................................................14双焦：震荡运行..............................................................................................................................................14铁矿：供应扰动再起，矿价偏空对待..........................................................................................................15铁合金：市场情绪有所回暖，宽幅震荡......................................................................................................16 有色金属 贵金属：美伊冲突难解贵金属情绪偏弱.....................................................................................................17铜：短期缺乏方向性驱动..............................................................................................................................18氧化铝：下游采购情绪不佳海运费窄幅上调............................................................................................19电解铝：美PPI再确认推迟加息预期...........................................................................................................20铸造铝合金：随铝价震荡运行......................................................................................................................20锌：关注资金情绪影响..................................................................................................................................21铅：维持低位震荡..........................................................................................................................................21镍：中东局势反复，原料隐忧仍存..............................................................................................................22 不锈钢：空头离场，不锈钢价格反弹..........................................................................................................23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..................................................................................................25锡：关注韩国会议，锡价或宽幅震荡..........................................................................................................25 航运及碳排放 集运：短期盘面阶段性修复，关注后续胡塞武装动作..............................................................................27干散货运价：货盘健康支撑现货市场强势，关注后续需求能否持续支撑租金高位..............................28碳排放：国内碳价持续上涨，地区局势反复推高欧盟天然气价格..........................................................29 能源化工 原油：美发动新一轮打击油价拉锯微涨.....................................................................................................31沥青：成本高位震荡......................................................................................................................................31燃料油：俄罗斯能源设施受袭持续............................................................................................................32LPG：地缘仍为主旋律....................................................................................................................................33天然气：JKM暴涨，HH续跌，TTF连涨 ......................................................................................................34PX&PTA：成本抬升基差走弱........................................................................................................................35BZ&EB：苯乙烯对纯苯价差略有反弹，纯苯库存已至低位.......................................................................36乙二醇：库存下降基差偏强.........................................................................................................................37短纤：产销好转下游库存去化......................................