沪深300、沪铝、多晶硅：做多情绪强化，多单继续持有

Group 1 - The core viewpoint indicates a strengthening of bullish sentiment in the stock index futures market, with leveraged funds accelerating their entry [1] - It is recommended to continue holding long positions in the CSI 300 Index futures IF2509 [1] - In the commodity futures market, both aluminum and polysilicon are showing a sustained strong performance [1] Group 2 - Due to clear supply constraints and limited demand drag, it is advised to maintain long positions in aluminum futures AL2510 [1] - Given the strong support below, holding the sell put option for polysilicon PS2509 - P - 45000 is also recommended [1]