【期货盯盘神器专属文章】USDA月报点评：月报利好CBOT玉米、大豆，技术面全线收高，反弹能持续吗？

IDC Q2 tracker: China tablet shipments 7.96 mln units, down 4.4% YoY, a slight narrowing versus Q1. Commercial segment posted sharp growth driven by demand front-loading ahead of expected price increases; consumer shipments fell 9.8% YoY on rising costs and earlier-than-normal demand release. Headline moderation masks widening market stress as cost inflation accelerates transmission to demand.

Shanghai issued an action plan to implement measures to boost private investment, saying it will support recommending private enterprises to participate in projects subject to national approval in rail, nuclear power, hydropower, cross‑provincial DC transmission corridors, oil and gas pipelines, imported LNG receiving and storage/transport facilities, and water supply to raise private capital participation in major national infrastructure. The plan directs private firms to use involvement in national projects to expand energy and transport sector footprints and to increase investment in R&D and manufacturing of high‑end energy equipment.