宝城期货股指期货早报-20250812

Group 1: Report Industry Investment Rating - Not provided in the given content Group 2: Core Viewpoints of the Report - The short - term view of the stock index is oscillating strongly, and the medium - term view is rising, with an overall view of an upward trend. Policy support and positive expectations from anti - involution policies, along with a temporary suspension of overseas uncertainties, drive up the risk appetite of the stock market. Although there is a need for technical consolidation in the short term, the long - term upward trend remains unchanged [5] Group 3: Summary by Related Catalogs 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] 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 overall view is rising. The core logic is that the stock indexes oscillated and rose yesterday. The half - day trading volume of the Shanghai, Shenzhen, and Beijing stock markets was 1849.9 billion yuan, an increase of 113.6 billion yuan compared to the previous day. The narrowing of the month - on - month decline in PPI in July and the improvement in the supply - demand relationship in some industries indicate the positive role of anti - involution policies. Policy support and positive expectations drive up the risk appetite of the stock market, and although there is a need for short - term technical consolidation, the long - term upward trend remains unchanged [5]