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：海外市场情绪偏弱........................................................................................................................3国债期货：阶段性止盈似有增多....................................................................................................................4 农产品 蛋白粕：市场扰动增加盘面整体下行...........................................................................................................5白糖：内外糖价格疲软....................................................................................................................................5油脂板块：地缘有所弱化，警惕油脂高位回落............................................................................................7玉米/玉米淀粉：玉米现货偏弱，玉米期货偏弱震荡...................................................................................7生猪：出栏整体稳定价格震荡运行...............................................................................................................8花生：现货稳定，花生盘面窄幅震荡............................................................................................................9苹果：冰雹影响有限果价震荡走势.............................................................................................................10鸡蛋：现货价格有所回落..............................................................................................................................10棉花-棉纱：基本面变化不大棉价震荡偏弱................................................................................................12 黑色金属 钢材：唐山高炉减产，需求仍然承压..........................................................................................................13双焦：宽幅震荡，波段操作..........................................................................................................................13铁矿：市场预期转弱，矿价偏空对待..........................................................................................................14铁合金：供需压力仍存，低估值有所支撑..................................................................................................15 有色金属 贵金属：市场加息预期高居不下贵金属震荡运行.....................................................................................16铜：短期宽幅震荡..........................................................................................................................................17氧化铝：供给边际宽松但过剩仍不显著......................................................................................................18电解铝：中东冲突缓和加息预期压力下降.................................................................................................18铸造铝合金：随铝价震荡运行......................................................................................................................19锌：基本面未见明显改善关注宏观因素影响.............................................................................................19铅：维持低位震荡..........................................................................................................................................20镍：中东局势反复，原料隐忧仍存..............................................................................................................21 不锈钢：跟随镍价反弹..................................................................................................................................22工业硅：区间下沿逢低买入..........................................................................................................................23多晶硅：短期震荡，关注价格执法政策可能性..........................................................................................24碳酸锂：现货转强或带动锂价反弹..............................................................................................................24锡：长鑫上市搅动存储格局，美股芯片受挫..............................................................................................25 航运及碳排放 集运：美伊冲突阶段性降温，关注本周以色列访美..................................................................................27干散货运价：货盘稳定支撑Cape维持高位，供给充裕难以提振中小船市场........................................28碳排放：国内碳价持续走高，地区就是缓和但能源短缺仍存..................................................................29 能源化工 原油：中东&黑海供应危机解除油价跳水..................................................................................................31沥青：成本支撑减弱，需求平淡..................................................................................................................31燃料油：关注海峡具体通航情况..................................................................................................................32LPG：地缘缓和短期承压...............................................................................................................................33天然气：美伊停火全品种齐跌......................................................................................................................34PX&PTA：成本回落供需偏紧........................................................................................................................35BZ&EB：地缘缓和成本下跌...........................................................................................................................36乙二醇：霍尔木兹海峡海峡有待恢复..........................................................................................................36短纤：供需双降亏损缩小..................................................