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：仍有反弹动能................................................................................................................................3国债期货：关注市场风偏与资金面变化........................................................................................................4 农产品 蛋白粕：供应压力较大价格震荡运行...........................................................................................................5白糖：外糖价格大涨........................................................................................................................................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，玉米期货偏弱震荡...................................................................................7生猪：出栏压力好转猪价偏强运行...............................................................................................................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：现货价格稳定......................................................................................................................................11棉花-棉纱：干旱天气影响美棉有所走强....................................................................................................11 黑色金属 钢材：焦化厂减产预期走强，钢价跟随原料反弹......................................................................................13双焦：修复性反弹后，对上方高度不宜过于乐观......................................................................................13铁矿：市场预期偏弱，矿价偏空对待..........................................................................................................14铁合金：电费支撑较强..................................................................................................................................15 有色金属 贵金属：非农就业超预期走弱贵金属震荡走强.........................................................................................16铜：铜价重心上移..........................................................................................................................................17氧化铝：成本提高但供应增加维持基差区间运行.....................................................................................18电解铝：非农不及预期铝淡季维持去库.....................................................................................................19铸造铝合金：震荡反弹..................................................................................................................................19锌：暂时观望，关注国内出口数量..............................................................................................................20铅：维持低位震荡..........................................................................................................................................21镍：海峡有望通航打击硫磺价格..................................................................................................................21 不锈钢：成本下行，震荡走弱......................................................................................................................22工业硅：供需边际改善，多单持有..............................................................................................................23多晶硅：多单持有，及时止盈止损..............................................................................................................24碳酸锂：宏观氛围转暖锂价有望企稳.........................................................................................................24锡：部分资金获利了结，锡价涨势暂缓......................................................................................................25 航运及碳排放 集运：伊朗推进海峡安全纲要，美方转向经济施压..................................................................................27干散货运价：货盘充裕支撑散货租金维持高位，关注地缘和周转对供给扰动的持续时长..................28碳排放：国内碳价冲高回落，欧洲夏休期碳价高位震荡..........................................................................29 能源化工 原油：伊朗拒绝直接谈判地缘局势仍不明朗............................................................................................31沥青：供需双弱，库存低位..........................................................................................................................31燃料油：近端供应缺口仍存..........................................................................................................................32LPG：地缘再迎不确定性................................................................................................................................33天然气：HH小幅走强TTF微跌....................................................................................................................34PX&PTA：美伊接近谈判达成地缘溢价削弱...............................................................................................35BZ&EB：8月纯苯供应回归，库存转累库趋势............................................................................................35乙二醇：近强远弱基差走强........................................................................................................................36短纤：供需双弱亏损扩大...............................................................