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：资金偏好科技股............................................................................................................................3国债期货：经济数据弱于预期........................................................................................................................4 农产品 蛋白粕：供应利多增加盘面偏强运行...........................................................................................................5白糖：外糖价格继续上涨................................................................................................................................5油脂板块：油脂波动或增加............................................................................................................................7玉米/玉米淀粉：春玉米上市，玉米期货底部震荡.......................................................................................8生猪：供应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：苹果质量问题现分歧果价震荡走势.................................................................................................10鸡蛋：旺季需求尚可蛋价有所上涨............................................................................................................11棉花-棉纱：干旱天气影响美棉有所走强....................................................................................................12 黑色金属 钢材：需求压制趋势，钢价底部震荡..........................................................................................................13双焦：震荡运行，多单可止盈......................................................................................................................13铁矿：市场预期反复，矿价偏空运行..........................................................................................................14铁合金：短线偏强，警惕复产带来回调风险..............................................................................................15 有色金属 贵金属：中东风险推高油价贵金属高位震荡.............................................................................................17铜：国内逼仓缓和，铜价回踩......................................................................................................................18氧化铝：内外走势分化区间震荡运行........................................................................................................19电解铝：淡季仍去库但美伊冲突未解........................................................................................................19铸造铝合金：随铝价震荡承压......................................................................................................................20锌：高位震荡..................................................................................................................................................20铅：维持低位震荡..........................................................................................................................................21镍：成本支撑下移镍价震荡偏弱.................................................................................................................22 不锈钢：成本下行，震荡走弱......................................................................................................................23工业硅：关注大厂减产落地情况..................................................................................................................24多晶硅：短期偏强，关注厂家报价..............................................................................................................24碳酸锂：去库加速锂价延续反弹.................................................................................................................25锡：美伊僵局持续，锡价承压震荡..............................................................................................................26 航运及碳排放 集运：60天停火协议失效，美伊谈判陷入僵局.........................................................................................27干散货运价：散货市场结束回调迎来短期修复，BDI指数呈现止跌回升态势........................................28碳排放：国内碳价仍处震荡区间，欧盟高温天气影响电力供应..............................................................29 能源化工 原油：油价上涨中东局势趋紧...................................................................................................................31沥青：高成本低库存支撑............................................................................................................................32燃料油：新加坡和富查伊拉7月加注量均上行........................................................................................33LPG：地缘局势趋紧成本端提振...................................................................................................................34天然气：美盘回落欧亚续涨........................................................................................................................34PX&PTA：地缘风险再起需求有待提振........................................................................................................35BZ&EB：苯库存降幅较大...............................................................................................................................36乙二醇：地缘风险仍存霍尔木兹海峡通行量低.........................................................................................37短纤：供需双弱库存增加.....................