宝城期货股指期货早报-20250714

Group 1: Report Industry Investment Rating - No relevant content Group 2: Core Viewpoints of the Report - The short - term view of the stock index is oscillating strongly, and the medium - term view is rising. The main driving force is the expectation of policy benefits in the second half of the year, and the market risk preference is positive recently [1][4] Group 3: Summary of Relevant Catalogs 1. Variety Viewpoint Reference - Financial Futures Stock Index Sector - For IH2509, the short - term trend is oscillating, the medium - term trend is rising, the intraday trend is oscillating strongly, and the overall view is oscillating strongly. The core logic is that the positive policy expectations provide strong support [1] 2. Driving Logic of Main Variety Price Quotes - Financial Futures Stock Index Sector - The intraday and reference views of IF, IH, IC, and IM are oscillating strongly, and the medium - term view is rising. Last Friday, the stock indexes oscillated and rose, with a total market turnover of 1736.6 billion yuan, an increase of 221.5 billion yuan from the previous day. The rare earth permanent magnet and large - finance sectors led the gains, and both technology and dividends in the "dumbbell strategy" were favored. Since late June, the stock index has rebounded significantly due to policy benefit expectations. The domestic inflation is weak, and there is a need for more policies to stabilize economic demand and market expectations. The market risk preference is positive, and the stock index will oscillate strongly in the short term [4]