Group 1: Core Views - Recent leveraged funds continue to flow in, with the total margin trading balance exceeding 2 trillion this week. The market sentiment remains optimistic, but the increase in the ratio of margin trading to market capitalization is limited. The 2 trillion mark has stronger signaling meaning than practical meaning and may trigger reverse trading, weakening risk appetite [2]. - Seven departments including the central bank jointly issued the "Guiding Opinions on Financial Support for New - type Industrialization", creating credit demand for banks through monetary structured tools, supporting the manufacturing industry, and stimulating a rapid rebound in the banking sector [2]. - US employment data released last week plunged, increasing market bets on interest rate cuts. The US dollar index has continued to decline to around 98, and foreign capital has replenished A - share positions, supporting the sentiment in the mainland market after the A - share index correction [2]. - This week's total A - share trading volume slightly decreased compared to last week, with daily trading around 1.6 trillion. Most broad - based indices recovered last week's losses, with small - and medium - cap stocks remaining strong. The CSI 1000 rose more than 2%, and together with the CSI 2000 and micro - cap stock indices, reached new highs for the year. Large - cap broad - based indices rose slightly more than 1% this week [2]. - The downward support for basis has weakened, and the intraday structured divergence in trends among varieties has increased. The risk appetite shown in the futures market has declined, and there is a need to guard against the risk of a slowdown in the index's upward rate or even a continuous adjustment [2]. - As of Friday, the annualized basis of each variety was basically the same as last week, with the annualized discounts of IC and IM still around 10% and 11% respectively [2]. Group 2: Weekly Forecast - The model's judgment on the movement direction of the basis of IH, IF, IC, and IM next week is: strengthening, weakening, strengthening, and weakening respectively [4].

深证成指收报11041.56点，涨0.46%。 创业板指收报2334.32点，涨0.50%。 沪深300收报4070.70点，涨0.39%。 科创50收报1049.41点，涨1.22%。 中证500收报6261.73点，涨0.78%。 中证1000收报6739.69点，涨1.04%。 上证指数收报3583.31点，涨0.66%。 ...

Market Overview - The Shanghai Composite Index opened at 3547.16 points, down 0.36% [1] - The Shenzhen Component Index opened at 10932.62 points, down 0.53% [1] - The ChiNext Index opened at 2307.37 points, down 0.66% [1] - The CSI 300 opened at 4037.94 points, down 0.42% [1] - The STAR 50 opened at 1034.13 points, down 0.26% [1] - The CSI 500 opened at 6190.34 points, down 0.37% [1] - The CSI 1000 opened at 6637.84 points, down 0.49% [1] Index Performance - The Shanghai Composite Index recorded a trading volume of 5.6 billion with a year-to-date increase of 5.83% [2] - The Shenzhen Component Index had a trading volume of 8.4 billion with a year-to-date increase of 4.97% [2] - The North Star 50 Index had a trading volume of 160 million with a year-to-date increase of 36.18% [2] - The Wind All A Index had a trading volume of 14.1 billion with a year-to-date increase of 10.22% [2] - The STAR 50 Index had a trading volume of 23 million with a year-to-date increase of 4.57% [2] - The ChiNext Index had a trading volume of 4.1 billion with a year-to-date increase of 7.74% [2] - The CSI 300 had a trading volume of 2.5 billion with a year-to-date increase of 2.62% [2] - The CSI 500 had a trading volume of 2.1 billion with a year-to-date increase of 8.11% [2] - The CSI 800 had a trading volume of 4.6 billion with a year-to-date increase of 4.02% [2] - The CSI 1000 had a trading volume of 3 billion with a year-to-date increase of 11.42% [2] - The CSI 2000 had a trading volume of 3.9 billion with a year-to-date increase of 20.32% [2] - The Wind Micro-Stock Index had a trading volume of 5.01 trillion with a year-to-date increase of 50.60% [2]

Market Performance - The Shanghai Composite Index closed at 3559.95 points, down 0.37% [1] - The Shenzhen Component Index closed at 10991.32 points, down 0.17% [1] - The ChiNext Index closed at 2322.63 points, down 0.24% [1] - The CSI 300 Index closed at 4054.93 points, down 0.51% [1] - The STAR 50 Index closed at 1036.77 points, down 1.06% [1] - The CSI 500 Index closed at 6213.20 points, down 0.21% [1] - The CSI 1000 Index closed at 6670.47 points, up 0.14% [1]

上证指数早盘收报3566.55点，跌0.19%。 深证成指早盘收报10992.87点，跌0.15%。 创业板指早盘收报2324.50点，跌0.16%。 沪深300早盘收报4065.24点，跌0.25%。 科创50早盘收报1039.02点，跌0.84%。 中证500早盘收报6212.50点，跌0.22%。 中证1000早盘收报6657.24点，跌0.06%。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | 成交额 | | | --- | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 3566.55 | -6.66 | -0.19% | 4253亿 | 6.41% | | 399001 | 深证成指 | 10992.87 | -16.90 | -0.15% | 56967 | 5.55% | | 899050 | 北证50 | 1424.46 | 1.58 | 0.11% | 133亿 | 37.26% | | 881001 | 万得全A | 5562.10 | -5.00 | -0.09% | 10081亿 | 10.76% | | 0006 ...

上证指数开盘报3568.26点，跌0.14%。 深证成指开盘报11001.25点，跌0.08%。 创业板指开盘报2323.92点，跌0.19%。 沪深300开盘报4069.93点，跌0.14%。 科创50开盘报1047.38点，跌0.05%。 中证500开盘报6221.05点，跌0.09%。 中证1000开盘报6665.64点，涨0.07%。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | 成交额 | 年初至今 | | --- | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 3568.26 c | -4.95 | -0.14% | 53亿 | 6.46% | | 399001 | 深证成指 | 11001.25 c | -8.51 | -0.08% | 82亿 | 5.63% | | 899050 | TIFF50 | 1424.22 c | 1.35 | 0.10% | 1.7亿 | 37.23% | | 881001 | 万得全A | 5563.03 c | -4.07 | -0.07% | 137亿 | 10.78% | | 000 ...

中证1000早盘收报6729.38点，涨0.16%。 上证指数早盘收报3591.26点，跌0.68%。 深证成指早盘收报11152.77点，跌0.45%。 创业板指早盘收报2377.84点，涨0.43%。 沪深300早盘收报4107.59点，跌1.05%。 科创50早盘收报1059.25点，涨0.06%。 中证500早盘收报6288.93点，跌0.41%。 ...

Market Overview - The Shanghai Composite Index closed at 3615.72 points, up by 0.17% [1] - The Shenzhen Component Index closed at 11203.03 points, down by 0.77% [1] - The ChiNext Index closed at 2367.68 points, down by 1.62% [1] - The CSI 300 Index closed at 4151.24 points, down by 0.02% [1] - The STAR 50 Index closed at 1058.57 points, down by 1.11% [1] - The CSI 500 Index closed at 6314.69 points, down by 0.65% [1] - The CSI 1000 Index closed at 6718.48 points, down by 0.82% [1] Year-to-Date Performance - The Shanghai Composite Index has increased by 7.88% year-to-date [2] - The Shenzhen Component Index has increased by 7.57% year-to-date [2] - The North Stock 50 Index has increased by 38.72% year-to-date [2] - The Wande All A Index has increased by 12.38% year-to-date [2] - The STAR 50 Index has increased by 7.04% year-to-date [2] - The ChiNext Index has increased by 10.56% year-to-date [2] - The CSI 300 Index has increased by 5.50% year-to-date [2] - The CSI 500 Index has increased by 10.29% year-to-date [2] - The CSI 800 Index has increased by 6.72% year-to-date [2] - The CSI 1000 Index has increased by 12.77% year-to-date [2] - The CSI 2000 Index has increased by 21.22% year-to-date [2] - The Wande Micro-Stock Index has increased by 50.39% year-to-date [2]

Market Overview - The Shanghai Composite Index opened at 3608.35 points, down 0.04% [1] - The Shenzhen Component Index opened at 11262.98 points, down 0.23% [1] - The ChiNext Index opened at 2395.86 points, down 0.45% [1] - The CSI 300 opened at 4148.94 points, down 0.07% [1] - The STAR 50 opened at 1065.94 points, down 0.42% [1] - The CSI 500 opened at 6345.37 points, down 0.17% [1] - The CSI 1000 opened at 6758.33 points, down 0.23% [1] Index Performance - Shanghai Composite Index: Current price 3608.35, down 1.36, with a trading volume of 6.2 billion and a year-to-date increase of 7.66% [2] - Shenzhen Component Index: Current price 11262.98, down 26.43, with a trading volume of 7.8 billion and a year-to-date increase of 8.15% [2] - North 50 Index: Current price 1460.47, down 4.85, with a trading volume of 210 million and a year-to-date increase of 40.73% [2] - Wind All A Index: Current price 5658.03, down 8.28, with a trading volume of 14.3 billion and a year-to-date increase of 12.67% [2] - STAR 50 Index: Current price 1065.94, down 4.51, with a trading volume of 180 million and a year-to-date increase of 7.79% [2] - ChiNext Index: Current price 2395.86, down 10.74, with a trading volume of 3.5 billion and a year-to-date increase of 11.87% [2] - CSI 300 Index: Current price 4148.94, down 3.08, with a trading volume of 3.2 billion and a year-to-date increase of 5.44% [2] - CSI 500 Index: Current price 6345.37, down 10.76, with a trading volume of 1.6 billion and a year-to-date increase of 10.82% [2] - CSI 800 Index: Current price 4514.16, down 4.49, with a trading volume of 4.8 billion and a year-to-date increase of 6.81% [2] - CSI 1000 Index: Current price 6758.33, down 15.56, with a trading volume of 2.9 billion and a year-to-date increase of 13.44% [2] - CSI 2000 Index: Current price 2864.86, down 7.20, with a trading volume of 4.0 billion and a year-to-date increase of 22.01% [2] - Wind Micro Index: Current price 474047.37, down 538.33, with a trading volume of 450 million and a year-to-date increase of 50.06% [2]

深证成指收报11289.41点，涨0.64%。 创业板指收报2406.59点，涨1.86%。 沪深300收报4152.02点，涨0.39%。 科创50收报1070.45点，涨1.45%。 中证500收报6356.13点，涨0.52%。 中证1000收报6773.88点，涨0.65%。 上证指数收报3609.71点，涨0.33%。 ...