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宝城期货股指期货早报-20250729
Bao Cheng Qi Huo·2025-07-29 01:45
  1. Report Industry Investment Rating - Not provided in the given content 2. Core Viewpoints of the Report - The overall view on the stock index futures is that they are expected to rise, with a short - term outlook of being mainly oscillating strongly and a medium - term outlook of rising. The upward drive mainly comes from the positive policy expectations in the future, and the current market sentiment is still positive and optimistic, with investors' risk appetite at a relatively high level [1][5] 3. Summary by Related Catalogs 3.1 Variety Viewpoint Reference - Financial Futures Stock Index Sector - For IH2509, the short - term view is oscillating, the medium - term view is rising, the intraday view is oscillating strongly, and the overall view is rising. The core logic is that the positive policy expectations provide strong support [1] 3.2 Main Variety Price Market Driving Logic - Financial Futures Stock Index Sector - The intraday view of IF, IH, IC, and IM is oscillating strongly, the medium - term view is rising, and the reference view is rising. Yesterday, each stock index oscillated and consolidated narrowly. The trading volume of the Shanghai, Shenzhen, and Beijing stock markets was 176.61 billion yuan, a decrease of 4.93 billion yuan from the previous day. Resource sectors such as coal and steel led the decline because after being driven by the "anti - involution" policy, the stocks in related industries had risen considerably, and as commodity futures prices adjusted, the valuations of related stocks declined. Technically, since late June, some stocks have risen significantly, and some profit - taking funds need to take profits, so the stock index needs time to oscillate and consolidate [5]