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宝城期货股指期货早报-20250723
Bao Cheng Qi Huo·2025-07-23 01:48

Group 1: Report Investment Rating - There is no mention of the industry investment rating in the report. Group 2: Core Viewpoints - The short - term view of IH2509 is oscillatory, the medium - term view is upward, the intraday view is oscillatory and bullish, and the overall view is upward, supported by positive policy expectations [1]. - For IF, IH, IC, and IM, the intraday view is oscillatory and bullish, the medium - term view is upward, and the overall reference view is upward. The core logic is that the stock index rebounded slightly yesterday, with a high trading volume indicating positive investor risk preference, driven by policy利好 expectations. However, the upward momentum may slow down due to potential capital rotation, and attention should be paid to the policy statements of the Politburo meeting [5]. Group 3: Summary by Related Catalogs Variety Viewpoint Reference - Financial Futures Stock Index Sector - For IH2509, different time - cycle views are provided: short - term (oscillatory), medium - term (upward), intraday (oscillatory and bullish), and the overall view is upward, with the core logic being the strong support from policy利好 expectations [1]. Main Variety Price Market Driving Logic - Financial Futures Stock Index Sector - Yesterday, each stock index oscillated and rose slightly. The trading volume of the Shanghai, Shenzhen, and Beijing stock markets was 1928.6 billion yuan, 201.5 billion yuan more than the previous day, indicating positive investor risk preference. The rebound of the stock index is driven by policy利好 expectations, such as anti - involution policies benefiting related industries and the start of a super hydropower project boosting infrastructure stocks. But the upward momentum may slow down due to potential capital rotation, and attention should be paid to the Politburo meeting's policy statements [5].