1.0东证期货新加坡https://of.sbwd.website/zhof adminhttps://of.sbwd.website/zh/author/of-admin/rich600338<blockquote class="wp-embedded-content" data-secret="ib8pvqj7iX"><a href="https://of.sbwd.website/zh/research/morning-brief-2025-07-31-cn/">东证期货 日度报告 综合晨报 中央政治局保持了平稳基调，EIA商业原油库存上升 20250731</a></blockquote><iframe sandbox="allow-scripts" security="restricted" src="https://of.sbwd.website/zh/research/morning-brief-2025-07-31-cn/embed/#?secret=ib8pvqj7iX" width="600" height="338" title="《 东证期货 日度报告 综合晨报 中央政治局保持了平稳基调，EIA商业原油库存上升 20250731 》—Orient Futures Singapore" data-secret="ib8pvqj7iX" frameborder="0" marginwidth="0" marginheight="0" scrolling="no" class="wp-embedded-content"></iframe><script> /*! This file is auto-generated */ !function(d,l){"use strict";l.querySelector&&d.addEventListener&&"undefined"!=typeof URL&&(d.wp=d.wp||{},d.wp.receiveEmbedMessage||(d.wp.receiveEmbedMessage=function(e){var t=e.data;if((t||t.secret||t.message||t.value)&&!/[^a-zA-Z0-9]/.test(t.secret)){for(var s,r,n,a=l.querySelectorAll('iframe[data-secret="'+t.secret+'"]'),o=l.querySelectorAll('blockquote[data-secret="'+t.secret+'"]'),c=new RegExp("^https?:$","i"),i=0;i<o.length;i++)o[i].style.display="none";for(i=0;i<a.length;i++)s=a[i],e.source===s.contentWindow&&(s.removeAttribute("style"),"height"===t.message?(1e3<(r=parseInt(t.value,10))?r=1e3:~~r<200&&(r=200),s.height=r):"link"===t.message&&(r=new URL(s.getAttribute("src")),n=new URL(t.value),c.test(n.protocol))&&n.host===r.host&&l.activeElement===s&&(d.top.location.href=t.value))}},d.addEventListener("message",d.wp.receiveEmbedMessage,!1),l.addEventListener("DOMContentLoaded",function(){for(var e,t,s=l.querySelectorAll("iframe.wp-embedded-content"),r=0;r<s.length;r++)(t=(e=s[r]).getAttribute("data-secret"))||(t=Math.random().toString(36).substring(2,12),e.src+="#?secret="+t,e.setAttribute("data-secret",t)),e.contentWindow.postMessage({message:"ready",secret:t},"*")},!1)))}(window,document); //# sourceURL=https://of.sbwd.website/wp-includes/js/wp-embed.min.js </script>https://www.orientfutures.com.sg/wp-content/uploads/2025/07/56-1.png19201080中央政治局保持了平稳基调，总体来看更多强调存量政策优化使用，同时存在一些结构性的增量。我们预计对股市长牛的诉求将使得市场仍旧处于风险偏好较高水平上。美联储7月利率会议维持利率水平不变，符合市场预期，鲍威尔淡化9月降息预期，美元指数明显上升。