Group 1: Report Industry Investment Rating - No information provided Group 2: Core Viewpoints of the Report - The short - term view of the stock index is mainly fluctuating strongly, and the medium - term view is rising. The overall reference view is fluctuating strongly. Policy - side favorable expectations provide strong support, and the risk preference of the stock market has recovered recently [1][4] Group 3: Summary by Related Catalogs 1. Variety Viewpoint Reference - Financial Futures Stock Index Sector - For the IH2509 variety, the short - term view is fluctuating, the medium - term view is rising, the intraday view is fluctuating strongly, and the overall view reference is fluctuating strongly. The core logic is that policy - side favorable expectations form 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 fluctuating strongly, and the medium - term view is rising, with a reference view of fluctuating strongly. Yesterday, each stock index fluctuated and sorted out, rising slightly throughout the day. The full - market trading volume of the stock market was 1575.6 billion yuan, a reduction of 47.5 billion yuan compared with the previous day. The manufacturing PMI data in June showed a marginal improvement. The risk preference of the stock market has recovered recently due to policy - side support, expectations of incremental funds entering the market, and the easing of external risk factors in the short term. The large - finance and AI technology sectors have become the market's main lines, and the market sentiment is positive and optimistic [4]

Core Insights - A total of 9 stock ETFs will be launched from tomorrow until next Wednesday, including Digital Economy ETF, Aerospace ETF, Semiconductor Equipment ETF, and Sci-Tech 50 ETF [1] - ETFs are required to complete their portfolio construction before listing to ensure compliance with fund contracts and related documents [1] - The batch listing of these ETFs is expected to inject significant new capital into the market [1]

光大期货金融期货日报 光大期货金融期货日报（2025 年 05 月 08 日） 光大期货金融期货日报 | | 昨日国债期货收盘，30 年期主力合约跌 0.62%，10 年期主力合约跌 0.19%， 5 年期主力合约跌 0.08%，2 年期主力合约跌 0.01%。中国央行开展 1955 亿 | | | --- | --- | --- | | | 元 7 天期逆回购操作，利率持稳于 1.5%。公开市场有 5308 亿元逆回购到期， | | | | 净回笼 3353 亿元。银行间市场方面，DR001 利率下行 4.82bp 至 1.6613%， | | | | DR007 4.7bp 1.6802%；交易所回购市场方面，GC001 13bp 利率下行 至 下行 | | | 国债 | 至 1.5750%，GC007 利率下行 6bp 至 1.6750%。昨日一揽子增量措施出台， | 偏空 | | | 央行发布 3 类 10 项措施，降准降息落地。当前债市抢跑定价基本面走弱和 | | | | 货币政策发力预期较为明显，在经济尚未受到明显外需的拖累，而降准降息 | | | | 已经落地的情况下，债市预计偏空运行。收益率曲 ...

中证报中证网讯(记者赵中昊)4月9日，方正证券首席经济学家燕翔在接受中国证券报记者采访时表示， 4月份以来，面对外部冲击导致的全球股市巨大波动，包括央行、汇金公司、央企、保险、社保、上市 公司等国内资本市场参与各方，通过增持回购等多种方式协力为A股市场提供源源不断的增量资金支 持，用实际行动表达了对中国资本市场的坚定看好。 首先是代表"国家队"的中央汇金公司快速出手。4月7日，中央汇金公司发布公告称坚定看好中国资本市 场发展前景，充分认可当前A股配置价值，已再次增持ETF，未来将继续增持。同日，央行表示将坚定 支持，并在必要时向中央汇金公司提供充足的再贷款支持，坚决维护资本市场平稳运行。本次中央汇金 关键时点再度增持A股资产意义重大，一方面为市场带来了充实的增量资金，另一方面其类"平准基 金"作用更突显了政策决心。 燕翔认为，从基本面角度看，中国是一个以内需为主导的大国经济体，中国拥有14亿人口，2024年人均 GDP达到了95749元、居民人均可支配收入41314元，是全球最大和最有潜力的消费市场，具有巨大增长 空间。在新发展格局下，中国的内需潜力将进一步释放，2025年春节档电影票房创历史新高即已反映了 ...

智通财经4月8日电，增量资金即将入市，今日，包括华夏、易方达、招商、鹏华、博时、南方等6家公 司的科创综指ETF联接基金集中成立，募集规模合计132.42亿元，其中，华夏联接基金募集规模48.92亿 元，易方达募集规模43.62亿元，增量资金即将入市。此外，前期已有2只科创综指ETF联接基金成立， 2只科创综指ETF联接基金4月7日完成募集，4只科创综指ETF联接基金正在发行。记者多方了解到，目 前14只科创综指ETF联接基金合计募集规模已超170亿元。（智通财经记者 闫军） 132亿增量资金即将入市 6只科创综指ETF联接基金集中成立 ...

4月8日，华夏、易方达、招商、鹏华、博时、南方等6家基金公司的科创综指ETF联接基金集中成立， 募集规模合计132.42亿元，增量资金即将入市。此外，前期已有2只科创综指ETF联接基金成立，2只科 创综指ETF联接基金4月7日完成募集，4只科创综指ETF联接基金正在发行。据记者了解，目前14只科 创综指ETF联接基金合计募集规模已超170亿元。(人民财讯) ...