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：市场热度下降................................................................................................................................3国债期货：等待债市方向................................................................................................................................4 农产品 蛋白粕：供应整体稳定盘面震荡运行...........................................................................................................5白糖：外糖价格大跌........................................................................................................................................5油脂板块：油脂短期维持震荡........................................................................................................................7玉米/玉米淀粉：玉米现货偏弱，玉米期货偏弱震荡...................................................................................8生猪：出栏压力增加猪价震荡运行...............................................................................................................8花生：现货稳定，花生盘面继续回落............................................................................................................9苹果：早熟苹果价格低短期苹果价格震荡.................................................................................................10鸡蛋：现货价格稳定为主.............................................................................................................................11棉花-棉纱：外盘价格大跌.............................................................................................................................12 黑色金属 钢材：钢材减产力度加大，钢价底部反弹..................................................................................................14双焦：延续震荡运行......................................................................................................................................14铁矿：供应扰动再起，矿价偏空对待..........................................................................................................15铁合金：供需边际转弱，震荡偏弱..............................................................................................................16 有色金属 贵金属：美伊冲突升级贵金属弱势运行.....................................................................................................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............................................................................................18电解铝：美PPI再确认推迟加息预期...........................................................................................................19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，关注下周会议情况......................................................................................................24碳酸锂：供需整体偏强，锂价测试支撑位..................................................................................................25锡：芯片板块遭挫，锡价或宽幅震荡..........................................................................................................26 航运及碳排放 集运：胡塞威胁封锁曼德海峡，关注后续中东局势发展..........................................................................27干散货运价：地缘升级带动油价再度抬升，关注燃油成本对船舶运营决策的影响..............................28碳排放：国内出口数据支撑制用电需求，欧盟减碳节奏预计放缓..........................................................29 能源化工 原油：地缘僵持油价拉锯.............................................................................................................................31沥青：小幅累库..............................................................................................................................................31燃料油：新加披燃料油库存连续三周下滑................................................................................................32LPG：地缘仍为主旋律....................................................................................................................................33天然气：地暖继续推动市场上涨..................................................................................................................34PX&PTA：基差稳定聚酯产销走弱...............................................................................................................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：供需偏紧基差偏强........................................................................................................................