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：反弹有望看高一线........................................................................................................................3国债期货：关键点位附近止盈或有增多........................................................................................................4 农产品 蛋白粕：供应扰动增加盘面偏强运行...........................................................................................................5白糖：国内缺乏利多支撑盘面价格下跌......................................................................................................5油脂板块：油脂整体维持区间震荡................................................................................................................6玉米/玉米淀粉：玉米现货偏弱，玉米期货继续探底...................................................................................7生猪：供应压力增加价格整体下行...............................................................................................................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........................................................................................11 黑色金属 钢材：供应持续下滑，需求仍然承压..........................................................................................................13双焦：空单逐步止盈，可尝试轻仓逢低试多..............................................................................................13铁矿：市场预期转弱，矿价偏空对待..........................................................................................................14铁合金：需求压力仍存..................................................................................................................................15 有色金属 贵金属：地缘冲突未决贵金属震荡承压....................................................................................................16铜：宏观情绪修复，铜价反弹......................................................................................................................17氧化铝：8月进口矿长单因运费窄幅上涨关注下方支撑.......................................................................18电解铝：美方再度TACO铝库存持续下降................................................................................................18铸造铝合金：随铝价震荡反弹......................................................................................................................19锌：暂时观望，逢低分批布局多单..............................................................................................................20铅：维持低位震荡..........................................................................................................................................21镍：宏观氛围好转提振市场情绪..................................................................................................................22 不锈钢：宏观氛围好转或带动钢价走强......................................................................................................23工业硅：供需边际改善，多单持有..............................................................................................................23多晶硅：多单持有，根据技术图形灵活控制仓位......................................................................................24碳酸锂：预期偏悲观，向下试探支撑..........................................................................................................24锡：锡价或高位宽幅震荡..............................................................................................................................25 航运及碳排放 集运：美伊局势反复博弈，关注海峡能否实质重开..................................................................................27干散货运价：货盘集中加剧即期运力偏紧，散货租金延续上行态势......................................................28碳排放：新型电力系统建设政策发布，欧盟碳价受战争缓和回落..........................................................29 能源化工 原油：日内拉锯等待地缘指引.....................................................................................................................32沥青：地缘不确定性增强，需求释放有限..................................................................................................32燃料油：新加坡低硫燃料油升水触及四个月高位......................................................................................33LPG：多空博弈静待地缘...............................................................................................................................34天然气：TTF强势反弹.................................................................................................................................35PX&PTA：PX开工逐渐恢复PTA供应偏紧...................................................................................................36BZ&EB：8月纯苯供应回归，苯乙烯出口增多............................................................................................36乙二醇：霍尔木兹海峡通行量依然偏低......................................................................................................37短纤：产销偏淡库存上升.............................................................................................................................38瓶片：成交偏淡加