宝城期货股指期货早报-20250715

Report Industry Investment Rating - Not provided in the given content Core Views of the Report - For the IH2509 variety, the short - term view is a sideways movement, the medium - term view is an upward trend, and the intraday view is a sideways - to - bullish trend, with the overall view being sideways - to - bullish due to positive policy expectations providing strong support [1]. - For IF, IH, IC, and IM, the intraday view is sideways - to - bullish, and the medium - term view is an upward trend. The overall reference view is sideways - to - bullish. Since late June, the stock index has rebounded significantly, mainly driven by expectations of policy benefits in the second half of the year. In the short term, the upward momentum of the stock index has slowed down, but the trading volume is still at a relatively high level, and market risk appetite remains optimistic. The stock index will operate sideways - to - bullish in the short term [5]. Summary by Related Catalogs Variety View Reference - Financial Futures Stock Index Sector - For the IH2509 variety, the short - term is a sideways movement, the medium - term is an upward trend, the intraday is a sideways - to - bullish trend, and the overall view is sideways - to - bullish. The core logic is that positive policy expectations provide strong support [1]. Main Variety Price and Market Driving Logic - Financial Futures Stock Index Sector - Yesterday, each stock index had a narrow - range sideways adjustment. Since late June, the stock index has rebounded significantly, mainly driven by expectations of policy benefits in the second half of the year, including the optimistic expectation that the "anti - involution" policy will promote profit restoration in industries such as new energy and the supporting effect of macro - policies on economic demand. In the short term, the upward momentum of the stock index has slowed down, but the trading volume is still at a relatively high level, and market risk appetite remains optimistic. Attention should be paid to the policy guidance of the Politburo meeting in July. In general, the stock index will operate sideways - to - bullish in the short term [5].