【期货热点追踪】高温干旱担忧大幅缓解及出口数据疲软的宏观打压，CBOT大豆和玉米双双下挫，小麦却逆势走高。USDA重磅报告今晚落地，农产品市场或将迎来新变局？

On July 8 the Shenzhen municipal party committee reviewed 1H citywide industrial investment and ordered accelerated advancement of key projects. The committee urged prioritizing the real economy and manufacturing to stabilize industrial-investment growth and lay a foundation for the 15th Five-Year Plan and longer-term development. It called on authorities to seize the window from rapid AI and other frontier-technology iteration and faster market/demand formation by intensifying industry research, project planning and investment in core and frontier areas to forge new high-quality growth drivers. The city also directed exploration of innovative investment models, fuller use of financial tools, leveraging state capital and SOEs as resource-integration hubs, and measures to attract social/private capital into major projects to speed cultivation of new productive capacity.

上证50指数、沪深300指数双双涨超2%。