A股午评 | 三大指数分化 沪指窄幅震荡微涨 消费概念维持强势

Market Overview - A-shares showed mixed performance on May 28, with the Shanghai Composite Index slightly up by 0.07%, while the Shenzhen Component Index fell by 0.04%, and the ChiNext Index rose by 0.02% [1] - Huatai Securities noted that the market is currently in a period of low visibility for both upward and downward risks, suggesting a short-term baseline of "top and bottom" [1][8] Sector Performance - Nuclear Power and Controlled Nuclear Fusion: Stocks in this sector saw significant gains, with companies like Longcheng Electric and others hitting the daily limit. A report from FIA indicated that 26 out of 37 surveyed commercial nuclear fusion companies believe the first fusion unit will be connected to the grid by 2035 [4] - Autonomous Logistics Vehicles: This sector experienced a surge, with companies such as Cloud Inner Power and others reaching the daily limit. Several autonomous driving firms have secured funding, indicating strong growth potential [3] - Digital Currency: Stocks related to digital currencies saw a rise, with Yuyin Co. hitting the daily limit. The Bitcoin 2025 conference showcased advancements in real-time Bitcoin payment systems, signaling a push for Bitcoin as a "daily currency" [5] - Consumer Goods: The consumer sector, particularly new beverages and retail, showed strong performance, with companies like Huanyuan and others reaching the daily limit. National statistics indicated a year-on-year increase in retail sales, suggesting a long-term growth trend in consumer spending [6] Institutional Insights - Huatai Securities: Maintained a view that the market may experience a period of oscillation in the second quarter, with a focus on sectors like finance and consumption due to expectations of RMB appreciation [7][8] - Oriental Securities: Projected that the market will primarily undergo a phase of adjustment, with the Shanghai Composite Index expected to consolidate between 3300-3400 points [10] - Everbright Securities: Suggested that market styles may rotate between defensive and growth sectors, with a focus on stable or high-dividend industries in the defensive category and theme growth in the growth category [9]