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1、宏观经济：根据CNBC的报道，美国总统特朗普在最后时刻签署了中美关税“休战”延期的决定，决定自8月12日起，再次延期90天。国内焦点集中在阅兵限产方面，同时关注反内卷政策的实施及阅兵限产的实际效果；短期内市场对此有一定的利好预期。

2、产业动态：预计8月市场将主要围绕国内事件和产业供需关系展开。尽管铁矿远期成交量有所下降，但铁水产量维持高位，焦炭价格第六轮上涨，成本支撑依然稳固。唐山限产的消息虽然发酵，但基本面矛盾加剧，预计短期内市场提振空间有限。

3、技术分析：市场接近上方压力区域，预计存在一定的阻力。MACD指标显示死叉走势持续，预示上行空间可能受限，建议投资者保持谨慎追涨的...

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