华泰期货：股指震荡调整，当前可重点关注IC的入场机会

Group 1 - The core viewpoint of the article emphasizes the introduction of a comprehensive fiscal policy aimed at boosting domestic demand, including a 500 billion yuan special guarantee plan for private investment and a new interest subsidy policy for small and micro enterprises [2][9] - The fiscal policy will cover 14 key industrial chains and related sectors, including new energy vehicles and agricultural industries, with measures to optimize loan interest subsidies for service industry entities and personal consumption loans [2][9] - In the stock market, A-shares experienced fluctuations, with the Shanghai Composite Index closing at 4113.65 points, a slight increase of 0.01%, while the ChiNext Index fell by 1.79% [10][11] Group 2 - The futures market showed an increase in trading volume and open interest for stock index futures, indicating a potential entry opportunity for investors [3][10] - Global indices fell due to geopolitical risks stemming from the Trump administration and concerns over Japan's fiscal situation, while domestic market activity cooled down under policy guidance [4][11] - The total trading volume in the Shanghai and Shenzhen markets reached 2.8 trillion yuan, reflecting a decrease in market heat and index levels [10][11]