果链龙头延续上涨势头。9月24日，立讯精密（002475.SZ）尾盘拉升，截至收盘涨6.85%，报收70.20 元/股，总市值首次突破5000亿元，续创历史新高。 此前一天，立讯精密发布股票交易异常波动公告称，公司股票于9月19日、9月22日、9月23日连续三个 交易日内收盘价格涨幅偏离值累计达到24.24%。根据相关规定，属于股票交易异常波动情形。 立讯精密称，截至本公告日，公司前期披露的信息不存在需要更正、补充之处；公司未发现近期公共传 媒报道了可能或已经对公司股票交易价格产生较大影响的未公开重大信息； 公司目前的经营情况正 常，近期公司经营情况及内外部经营环境未发生重大变化。 此外，公司控股股东和实际控制人不存在关于公司的应披露而未披露的重大事项，也不存在处于筹划阶 段的重大事项； 股票异常波动期间，除公司股权激励对象自主行权外，公司控股股东、实际控制人及 公司董事和高级管理人员不存在买卖公司股票的情形；公司不存在违反公平信息披露的情形。 公告还提到，公司于8月26日披露了《2025年第三季度业绩预告》，目前公司已披露的业绩预告暂不存 在应修正情况。 立讯精密日前发布的业绩预报显示，预计2025年前三季 ...

1. Report Industry Investment Ratings - No specific industry investment ratings are provided in the report. 2. Core Views of the Report - In the stock index futures market, the strong style is narrowing towards technology - growth stocks. The market should actively adhere to the growth style and allocate long positions in IM [1][8]. - For stock index options, a double - buying strategy should be deployed before the holiday. If there are equity holdings, the options still maintain a defensive mindset, and the double - selling strategy is not recommended before the holiday [2][8]. - Regarding treasury bond futures, in the short term, monetary policy may still mainly use structural tools, and the bond market remains cautious [3][10]. 3. Summary by Relevant Catalogs 3.1 Market Views 3.1.1 Stock Index Futures - **Market Situation**: On Monday, the Shanghai Composite Index fluctuated narrowly, and the market volume shrank to 2.14 trillion yuan. Funds concentrated on the technology sector. The STAR 50 continued to outperform, driven by three factors: positive technology events, the continuous outperformance of heavy - weight stocks in the STAR 50 and ChiNext Index, and increased enthusiasm for theme - based industry fund allocations [1][8]. - **Suggestions**: Allocate long positions in IM [8]. 3.1.2 Stock Index Options - **Market Situation**: The equity market oscillated, with the Shanghai Composite Index rising slightly by 0.22%. The option market turnover dropped significantly below 10 billion yuan, and the PCR of open interest showed mixed trends. Some options' implied volatility increased instead of decreasing [2][8]. - **Suggestions**: Adopt a hedging and defensive strategy. A double - buying strategy may be used before the holiday, and the double - selling strategy is not recommended [2][8]. 3.1.3 Treasury Bond Futures - **Market Situation**: Treasury bond futures rose across the board. The T, TF, TS, and TL main contracts increased by 0.20%, 0.13%, 0.04%, and 0.22% respectively. The central bank's reverse - repurchase operations and market expectations for loose monetary policy boosted bullish sentiment [3][9]. - **Suggestions**: Adopt a cautious approach for trend strategies; pay attention to short - hedging at low basis levels for hedging strategies; appropriately focus on basis widening for basis strategies; expect the yield curve to remain steep [10]. 3.2 Economic Calendar - It lists economic data release schedules from September 22 to 25, 2025, including China's one - year loan prime rate, the eurozone's September manufacturing PMI flash estimate, the US August new home sales annualized total, and the US initial jobless claims for the week ending September 20 [12]. 3.3 Important Information and News Tracking - Overseas macro news: On September 19, President Xi Jinping had a phone call with President Trump, reaching important consensus, which laid a strategic foundation for the stable development of China - US relations [12]. 3.4 Derivatives Market Monitoring - The report mentions monitoring data for stock index futures, stock index options, and treasury bond futures, but specific data details are not fully presented in the provided text.