宝城期货股指期货早报-20250730

Group 1: Report Industry Investment Rating - No relevant content provided Group 2: Core Views of the Report - The short - term view for the IH2509 variety is a shock, the medium - term view is an upward trend, and the intraday view is a shock - biased upward trend, with an overall view of an upward trend. The core logic is that the positive policy expectations provide strong support [1]. - For the IF, IH, IC, and IM varieties, the intraday view is a shock - biased upward trend, the medium - term view is an upward trend, and the overall reference view is an upward trend. The core logic is that the stock indices oscillated and rose yesterday, with the trading volume of the Shanghai, Shenzhen, and Beijing stock markets reaching 1829.3 billion yuan, an increase of 63.2 billion yuan from the previous day. The market sentiment is positive, and the trading volume is at a high level. However, from a technical perspective, some stocks have risen significantly since late June, and some profit - taking funds may seek to lock in profits, so the stock indices may need a period of shock consolidation. In general, the stock indices will be mainly shock - biased upward in the short term, and attention should be paid to the policy guidance of the Politburo meeting [5]. Group 3: Summary by Relevant Catalogs Variety Views Reference - Financial Futures Stock Index Sector - For the IH2509 variety, the short - term is a shock, the medium - term is an upward trend, the intraday is a shock - biased upward trend, and the overall view is an upward trend, supported by positive policy expectations [1]. Main Variety Price Market Driving Logic - Financial Futures Stock Index Sector - For the IF, IH, IC, and IM varieties, the intraday view is a shock - biased upward trend, the medium - term view is an upward trend, and the overall reference view is an upward trend. The market is positive with high trading volume, but there may be profit - taking pressure, and short - term shock - biased upward movement is expected, with attention on policy guidance [5].