20230804-格林期货-股指期货周报_政策利好频传持续鼓舞市场_40页_2mb

The report analyzes the current market conditions, emphasizing the unfolding of a large-scale three-wave上涨行情 underpinned by persistent policy support, particularly in China. Key indicators include expansion in PMI raw material prices reflecting inflationary pressures, while new orders and employment continue to contract, suggesting mixed economic signals. Global outlook is cautious, with the US and EU grappling with economic challenges and debt crises, leading to downward revisions in growth projections. Policy-wise, initiatives to boost domestic consumption and stock market participation aim to enhance consumer spending power, with a bullish case for emerging sectors like AI and intelligent robotics, supported by active ETF rotations. Operationally, the market is recommended for upside potential in thematic investments, but risks are highlighted, including accelerating economic deterioration in the US Eu, which could derail the current trend.