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：仍应保持谨慎................................................................................................................................3国债期货：宽松预期升温................................................................................................................................4 农产品 蛋白粕：供应变动有限盘面震荡运行...........................................................................................................5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，玉米期货偏弱震荡...................................................................................7生猪：出栏压力好转价格偏强运行...............................................................................................................8花生：现货稳定，花生盘面窄幅震荡............................................................................................................9苹果：市场缺乏驱动果价震荡走势.............................................................................................................10鸡蛋：现货价格下跌......................................................................................................................................11棉花-棉纱：储备棉轮出增加供应棉价震荡偏弱........................................................................................12 黑色金属 钢材：供应持续下滑，需求仍然承压..........................................................................................................14双焦：震荡偏弱..............................................................................................................................................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：特朗普TACO贵金属短线反弹......................................................................................................17铜：宏观情绪修复，铜价反弹......................................................................................................................18氧化铝：期现成交活跃关注下方支撑........................................................................................................19电解铝：美方再度TACO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：宏观氛围好转提振市场情绪..................................................................................................................23 不锈钢：宏观氛围好转或带动钢价走强......................................................................................................24工业硅：区间下沿逢低买入..........................................................................................................................24多晶硅：关注现货价格情况，逢低买入......................................................................................................25碳酸锂：强现实与弱预期的博弈..................................................................................................................26锡：锡价或高位宽幅震荡..............................................................................................................................26 航运及碳排放 集运：美伊局势反复博弈，关注周二谈判实质进展..................................................................................28干散货运价：货盘增加带动散货市场好转，三大船型运价逐渐开始修复..............................................29碳排放：国内供给收紧推高碳价，地区局势反复能源供应难恢复..........................................................30 能源化工 原油：特朗普暂缓打击伊朗油价大幅下挫.................................................................................................33沥青：成本支撑减弱，需求释放有限..........................................................................................................33燃料油：关注海峡具体通航情况..................................................................................................................34LPG：地缘出现缓和成本支撑减弱...............................................................................................................35天然气：HH走弱TTF偏强............................................................................................................................36BZ&EB：8月纯苯供应回归，基本面转弱....................................................................................................37丙烯：供应呈增加趋势..................................................................................................................................38塑料PP：地缘仍是主导，基本面边际转弱.................................................................................................39烧碱：开工低位，库存高位...