宝城期货股指期货早报-20250626

Report Industry Investment Rating - Not provided Core Viewpoints - The short - term view of the stock index is oscillatory and strong, and the medium - term view is bullish. The main supporting force in the market comes from the positive policy expectations. After the marginal weakening of credit and inflation indicators in May, the expectation of policy support has increased. The policy guidance of important meetings needs to be concerned in the future market, and the sustainability of the optimistic market atmosphere can be focused on in the short term [4] Summary by Relevant Catalogs Variety Viewpoint Reference - Financial Futures Index Sector - For IH2509, the short - term view is oscillatory, the medium - term view is bullish, the intraday view is oscillatory and strong, and the reference view is oscillatory and strong. The core logic is that the positive policy expectations provide strong support [1] Main Variety Price Market Driving Logic - Financial Futures Index Sector - The varieties include IF, IH, IC, and IM. The intraday view is oscillatory and strong, and the medium - term view is bullish. The reference view is oscillatory and strong. Yesterday, all stock indices rose significantly unilaterally and pulled up rapidly in the afternoon. The total market turnover of the stock market was 1639.4 billion yuan, an increase of 191.5 billion yuan from the previous day. The large - finance, military, and semiconductor sectors led the gains. Affected by the news of "stablecoins", the valuation expectation of securities brokers has risen rapidly. Overall, the main support in the market comes from the positive policy expectations [4]