【期貨熱點追蹤】自8月6日乙二醇2610合約止跌以來，已連續14個交易日上漲挺進5400元大關，這波“暴力拉昇”的底氣究竟在哪裏？

Zhongtai Securities says the mid–late August pullback began as expected; the market retraced after a rally, volumes fell and stabilized. It maintains a mid‑term view that the market should strengthen again in September. The correction offers a right‑side buying opportunity; allocation focus remains on technology manufacturing and nonferrous metals. Mid‑term recommendations: increase exposure to STAR 50, nonferrous metals and gold. In September, if AI revenue concerns ease and Fed rate expectations improve, STAR 50 may see a trend recovery. Short‑term defensive preferences are power equipment and energy & chemical manufacturers; thematic focus on edge AI and AI applications with existing commercialization paths. Be cautious on overseas compute capacity until end‑of‑month model releases and revenue data validate demand.

China A-share banking sector rallied intraday against the broader market. CITIC Bank advanced over 2% to a record high, its A+H combined market value topping CNY450 billion; Chongqing Rural Commercial Bank, Xiamen Bank, Bank of Suzhou and Bank of Shanghai were among the biggest gainers.