宝城期货股指期货早报-20250806

Group 1: Investment Ratings - There is no explicit report on the industry investment rating in the provided content. Group 2: Core Views - The overall view on financial futures in the stock index sector is that the index is expected to rise in the long - term and show a short - term range - bound pattern. For IH2509, the short - term view is "oscillation", the medium - term view is "rise", the intraday view is "oscillation with a bullish bias", and the overall view is "rise". For IF, IH, IC, and IM, the intraday view is "oscillation with a bullish bias", the medium - term view is "rise", and the reference view is "rise" [1][5]. Group 3: Summary by Related Content Variety View Reference - Financial Futures Stock Index Sector - For IH2509, the short - term is "oscillation", the medium - term is "rise", the intraday is "oscillation with a bullish bias", and the overall view is "rise". The core logic is that the positive policy expectations provide strong support [1]. Main Variety Price Market Driving Logic - Financial Futures Stock Index Sector - Yesterday, all stock indices oscillated and rose. The trading volume of the Shanghai, Shenzhen, and Beijing stock markets was 1615.8 billion yuan, an increase of 97.6 billion yuan from the previous day. Since late June, some stocks have achieved significant gains, and some profit - taking funds have a need to take profits, so the index has a technical consolidation need in the short - term. However, currently, external risk factors are easing, domestic economic data shows resilience, negative drivers are weak, and the risk appetite of the stock market is at a high level. The trading volume of the stock market is above 1.5 trillion yuan, indicating a positive and optimistic market sentiment [5].