Commodity futures begin to rise, price increase stocks attract attention.

Recently, prices of various commodities in the futures market have fluctuated, attracting widespread attention in the market. Industry insiders believe that the core logic behind the recent surge in commodity futures is the "expectation of economic recovery + supply rigidity + liquidity premium" resonating together. Firstly, the manufacturing PMIs of China and the United States have simultaneously returned to the expansion zone, with restocking demand being reflected in the market in advance; secondly, policy measures have suppressed expectations of some commodity supplies, with occasional signals of reduced production in related industries; finally, the Fed's interest rate cut expectations combined with ample domestic liquidity have led to chase after bulk assets, amplifying price elasticity.