朋友們大家好，大家早上中午晚上好 這裡是提阿非羅，現在是2025年 8月22日華爾街午盤時間 我們來更新比特幣的行情 這個是比特幣的日線圖 從日線級別來看 我們發現比特幣是把前面的 低點來了一個跌破 然後就出現了反彈 很多朋友可能會說是因為這樣的新聞 那樣的新聞導致它上漲 那麼這種上漲了之後你隨便解讀都無所謂 重要的是在上漲之前 你怎麼樣去判定 它來到什麼位置 以及什麼樣的時間出現反彈 這個才是重要的 來到前面的低點 實際上是我們最近一直所期待的 因為之前的這樣一個低點 實際上只是把前面的高點這樣子測了一下 給人一種感覺回踩企穩 所以在任何時候做多 他都會把止損放在下面 那麼在昨天的節目中 我也是提醒大家 之前的低點是大概率會到的 那麼很多人在這邊就要去做多 然後你可以看到往下面一來 他們的止損可能就被打掉了 那麼最近這一段時間的更新 我的主題就是提醒大家 留意這一帶的價格反應 如果說是跌破收回 這是非常清晰的做多的信號 如果跌破了回抽沒有站上去 那是非常清晰的做空的計劃 那麼這個是非常清晰的 哪怕是在昨天的行情更新中 我也說這是一個非常 清晰明確的做多的機會 那麼今天早盤時間我就發現 他來到下面 把前面這樣 ...

金信期货日刊 本刊由金信期货研究院撰写 2025/07/18 GOLDTRUST FUTURES CO.，LTD 玻璃价格下跌后，是否能继续做多 感谢您下载包图网平台上提供的PPT作品，为了您和包图网以及原创作者的利益，请勿复制、传播、销售，否则将承担法律责任！包图网将对作品进行维权，按照传播下载次数进行十倍的索取赔偿！ GOLDTRUST FUTURES CO.，LTD ibaotu.com 热点聚焦 从基本面看，房地产需求持续疲软，虽有光伏需求支撑，但难以完全抵消地产拖累，且玻璃社会库存同比 增加，供应压力较大。不过，金晶科技等生产线冷修，日熔量减少对供应形成边际支撑，可能限制价格跌 幅。 | 主力动向 | | | | --- | --- | --- | | GOLDTRUST | FUTURES | CO.，LTD | | 感谢您下载包图网平台上提供的PPT作品，为了您和包图网以及原创作者的利益，请勿复制、传播、销售，否则将承担法律责任！包图网将对作品进行维权，按照传播下载次数进行十倍的索取赔偿！ | ibaotu.com | | 从产业资讯看，7月16日讯，据SMM了解，今日安徽地区一座设计产能为75 ...

7月1日，和讯投顾高璐明称，昨天三大指数集体缩量上涨，深夜外围又传来新的降息消息，今天市场能 否继续反弹呢？先看消息面。其一，昨晚"懂王"再次批评鲍威尔降息太迟，要求快速大幅降息，甚至批 评了美联储整个委员会。而美联储的博斯蒂克则强调，预计今年会降息一次，明年降息三次。由此可 见，降息预期再次升温，但仍存在不确定性。若今年降息次数增加，对全球市场而言都是利好；若今年 仅降息一次，则基本符合预期，影响不大。其二，昨晚财政部、税务总局及商务部联合发布了关于境外 投资者以分配利润直接投资税收抵免政策的公告，这显然是吸引投资的政策利好，有助于推动市场继续 反攻。 当然，外部环境只是辅助，关键还得看A股自身。昨天市场已开始修复上周五的回落，站在5日均线之 上，表现较为强势。传统板块调整力度减弱，银行、保险、券商基本维持稳定向好状态。同时，军工、 科技等板块表现不错，市场做多情绪仍在。综合来看，昨天市场已给出企稳信号，今天若券商等权重板 块能继续发力，且市场放量，指数便可继续上攻。 从技术层面看，市场仍保持短线强势上升趋势，市场属性未变，我们仍应以做多为主。主要关注低位品 种，如军工、科技、金融等方向。在当前环境下，除非 ...

Report Summary 1. Investment Rating No investment rating for the industry is provided in the report. 2. Core View The report suggests waiting for a pullback in the stock index futures market before taking long positions. Although the sudden Middle - East conflict has shaken the global market, the impact on the stock index is mainly on short - term risk appetite, and there is little substantial influence. After the risk is digested and market sentiment calms down, the market will return to being driven by fundamentals and rebound [2]. 3. Section - by - Section Summary Market Review and Outlook - Last week, the market rose and then fell. The Shanghai Composite Index broke through 3400 points several times but declined due to the Israel - Iran conflict. Sectors such as non - ferrous metals and petroleum and petrochemicals led the gains, affected by commodity price fluctuations caused by the geopolitical conflict. Despite positive news on Sino - US trade, the stock index was supported by risk preference but did not break through, and local theme trading emerged based on new short - term variables [1]. - The Middle - East conflict has caused a sharp rise and then a fall in crude oil prices (a 10% increase followed by a decline), a significant increase in safe - haven assets like gold, and a collective decline in global stock markets. However, historical experience shows that military conflicts rarely lead to major inflection points in the macro - economy and asset prices, and there are still opportunities to go long after the stock index pulls back [2]. - Attention should be paid to the release of domestic economic data on Monday and the Federal Reserve's interest - rate meeting [3]. Strategy Recommendations - **Short - term Strategy**: The intraday trading frequency can refer to the 1 - minute and 5 - minute K - line charts. The stop - loss and take - profit levels for IF, IH, IC, and IM can be set at 76 points/95 points, 58 points/31 points, 66 points/121 points, and 84 points/142 points respectively [4]. - **Trend Strategy**: Wait patiently for a pullback to go long. The core operating ranges for the IF2506, IH2506, IC2506, and IM2506 contracts are expected to be between 3741 - 3934 points, 2599 - 2719 points, 5557 - 5930 points, and 5871 - 6267 points respectively [4]. - **Cross - variety Strategy**: It is recommended to stay on the sidelines [5]. Spot Market Review - **Global Stock Indexes**: Last week, the Dow Jones Industrial Average fell 1.32%, the S&P 500 Index fell 0.39%, and the Nasdaq Composite Index fell 0.63%. In Europe, the UK's FTSE 100 Index rose 0.14%, the German DAX Index fell 3.24%, and the French CAC40 Index fell 1.54%. In the Asia - Pacific region, the Nikkei 225 Index rose 0.25% and the Hang Seng Index rose 0.42% [9]. - **Domestic Indexes**: Most of the major domestic indexes declined last week. Since 2025, the performance of various indexes has also been mixed [9][13]. - **Industry Performance**: The industries in the CSI 300 and CSI 500 indexes showed mixed performance last week [15]. Index Futures Market Review - Among the futures contracts last week, the IC2506 contract had the largest increase, and the IM2506 contract had the largest amplitude. Both the trading volume and open interest of stock index futures increased [17][20]. - The basis (futures - spot) of the main futures contracts and the cross - variety ratios of futures contracts are also presented in the report [21]. Index Valuation Tracking - The price - to - earnings ratios (TTM) of the Shanghai Composite Index, CSI 300 Index, SSE 50 Index, CSI 500 Index, and CSI 1000 Index are 14.64 times, 12.56 times, 10.91 times, 29.24 times, and 40.16 times respectively [22][23]. Market Fundamentals Review - The number of new investors in the two markets and the share of newly established equity - biased funds are presented in the report. Last week, the capital interest rate declined, and the central bank had a net capital withdrawal [25].

Group 1 - The market is experiencing a minor fluctuation, referred to as a "black swan," but the overall trend remains upward, with the Shanghai Composite Index showing a slight decline of only 0.75% [1][3] - The current market situation is characterized by a clear upward trend, and the majority of investors are misjudging the market direction, which hinders their ability to profit [1][3] - The impact of geopolitical issues in the Middle East is deemed limited and is not expected to disrupt the market's upward trajectory [3][5] Group 2 - A recovery in the Shanghai Composite Index is anticipated within three days, with a potential return to 3400 points, indicating that the recent decline lacks substantial logic [5][7] - The market is expected to see significant upward movement once key sectors such as liquor and real estate begin to rebound, which could lead to accelerated gains [3][5] - Investors are advised to hold onto their positions during downturns and realize profits during upswings, emphasizing the importance of maintaining composure in the market [7]