宝城期货股指期货早报-20250808

Group 1: Report Industry Investment Rating - Not mentioned in the provided content Group 2: Core Views of the Report - The short - term view of the stock index is to maintain a strong - side volatile operation, and the medium - term view is to rise. The reference view is also a rise. The policy support and positive expectations of anti - involution policies drive the recovery of the stock market's risk appetite, and the overseas uncertainty risks are temporarily suspended, making the short - term market sentiment positive and optimistic. However, some stocks have achieved large gains, so there is a need for technical consolidation in the future [1][5] Group 3: Summary by Relevant Content 1. Variety View Reference - Financial Futures Stock Index Sector - For IH2509, the short - term view is volatile, the medium - term view is rising, the intraday view is strong - side volatile, and the reference view is rising. The core logic is that the positive policy expectations provide strong support [1] 2. Main Variety Price Market Driving Logic - Financial Futures Stock Index Sector - The intraday view of IF, IH, IC, IM is strong - side volatile, the medium - term view is rising, and the reference view is rising. Yesterday, each stock index fluctuated and consolidated in a narrow range. The trading volume of the Shanghai, Shenzhen, and Beijing stock markets was 1852.5 billion yuan, an increase of 93.2 billion yuan from the previous day. The current trading volume of the stock market is above 1.5 trillion yuan, indicating that investors' risk appetite is positive and optimistic. Although the expectation of short - term policy intensification has weakened, the policy support expectation still exists. Overall, it is expected that the stock index will maintain a strong - side volatile operation in the short term [5]