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：市场有望反弹................................................................................................................................3国债期货：政治局会议落地，宽松预期升温................................................................................................4 农产品 蛋白粕：供应压力增加盘面下行为主..........................................................................................................6白糖：国内缺乏利多支撑盘面价格下跌......................................................................................................6油脂板块：油脂整体维持区间震荡................................................................................................................7玉米/玉米淀粉：玉米现货偏弱，玉米期货高位震荡...................................................................................8生猪：供应压力好转价格整体上涨..............................................................................................................9花生：现货稳定，花生盘面窄幅震荡..........................................................................................................10苹果：市场缺乏驱动果价震荡走势............................................................................................................11鸡蛋：现货价格有所稳定..............................................................................................................................12棉花-棉纱：供应压力缓解棉价震荡偏弱....................................................................................................13 黑色金属 钢材：供应持续下滑，需求仍然承压..........................................................................................................14双焦：偏弱运行，但追空需谨慎..................................................................................................................14铁矿：市场预期转弱，矿价偏空对待..........................................................................................................15铁合金：走势继续分化..................................................................................................................................16 有色金属 贵金属：PCE如期走弱叠加日元汇率干预贵金属短线反弹......................................................................17铜：美联储加息预期下降，铜价反弹..........................................................................................................18氧化铝：供给边际宽松关注基差区间........................................................................................................19电解铝：美经济数据降低加息预期铝库存持续下降................................................................................20铸造铝合金：随铝价震荡反弹......................................................................................................................20锌：关注出口数量短期高位震荡.................................................................................................................21铅：维持低位震荡..........................................................................................................................................22镍：宏观氛围好转提振有色金属..................................................................................................................22 不锈钢：宏观氛围好转或带动钢价走强......................................................................................................23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：强现实与弱预期的博弈..................................................................................................................25锡：科技股强力反弹，锡价应声上涨..........................................................................................................26 航运及碳排放 集运：美伊空袭谈判并行，MSC宣涨8月下半月价格..............................................................................27干散货运价：地缘风险外溢再度扰乱海运航线，俄罗斯粮食重新寻找出口通道..................................28碳排放：国内碳价持续上行，地区局势反复能源供应难恢复..................................................................29 能源化工 原油：冲突烈度不及预期油价回吐涨幅...................................................................................................31沥青：市场观望情绪较重..............................................................................................................................31燃料油：关注海峡具体通航情况..................................................................................................................32LPG：博弈加剧宽幅震荡...............................................................................................................................33天然气：欧美气价走势分化..........................................................................................................................34PX&PTA：油价偏强供需偏紧........................................................................................................................35BZ&EB：苯乙烯出口向好，终端弱势...........................................................................................................36乙二醇：预期大幅去库................................................................................................................................36短纤：价格跟涨产销走强...............................................................................