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Data as of: 2026-10-12 · Settlement: Exchange settlement (15:00 Beijing close, vs prior settlement)
Generated: 2026-10-12 07:15:59 · Benchmark settle: 2026-10-12
Body, Best Trade and charts share the same settlement snapshot; intraday live prices are not part of conclusions

2026-10-12 晨会：贵金属夜盘领涨 黑色系分化 甲醇增仓上行

贵金属夜盘与国际市场共振走强，沪金结算 899.1 夜盘收 906.66 较结算 +0.84%，沪银结算 14515 夜盘收 14844 较结算 +2.27% → 避险与降息预期共振，沪金站稳 900 上看 916.63（R1），跌破 895 失效；沪银突破 14911.67（R1）上看 15200，失守 14403 转空。黑色系成材端卷螺差 175 元/吨处近 120 日 3% 分位极窄，钢厂利润压缩至极限，做多卷螺差修复具备安全边际，热卷上看 3273，螺纹钢上看 3094。化工强弱分化加剧，甲醇结算 3321 日盘 +6.04% 且主力名义持仓 +23.51 亿元增仓上涨，乙二醇结算 5254 日盘 -4.16% → 成本端差异驱动，甲醇多单持有，EG 偏空对待。