Market Overview - A-shares experienced fluctuations with the Shanghai Composite Index down 0.25%, Shenzhen Component down 0.52%, and ChiNext down 0.63% as of 9:36 AM on May 30 [1] - The U.S. court initially halted most of Trump's tariffs, but an appeals court reinstated them shortly after, indicating ongoing trade policy uncertainty [1] Sector Performance - High dividend stocks, including banking, insurance, and electricity sectors, showed resilience [1] - Pharmaceutical stocks, particularly traditional and innovative medicines, saw gains, with Huawen Pharmaceutical achieving a four-day consecutive rise [1] - The aquaculture sector surged, with Juxing Agriculture hitting the daily limit [1] - The stablecoin concept gained traction, leading to significant increases in digital currency and mobile payment stocks, with HaiLian JinHui and CuiWei Co. reaching their daily limits [1] - The autonomous driving sector remained active, with YunNei DongLi achieving five consecutive daily limits [1] Investment Insights - According to Everbright Securities, June may lack clear mainline opportunities, leading to stock rotation and potential pressure on large-cap blue-chip stocks due to insufficient incremental capital [2][7] - The month of June is significant for technology giants to release new products, which may provide event-driven opportunities for flexible stocks [2][7] Hot Sectors 1. Stablecoin Concept - The stablecoin concept continues to develop, with significant gains in digital currency and mobile payment stocks, following the passage of the Stablecoin Bill in Hong Kong [3] - Stocks like HaiLian JinHui and CuiWei Co. reached their daily limits, indicating strong market interest [3] 2. Autonomous Driving - The autonomous driving sector remains vibrant, with YunNei DongLi achieving five consecutive daily limits [5] - The upcoming Robotaxi debut by Elon Musk is anticipated to boost market interest in this sector [5] Institutional Perspectives - Everbright Securities suggests that June may lack a clear mainline, with a focus on new product launches from technology giants [7] - Huashan Securities expects the market to maintain a volatile trend, advising investors to consider stable investments in banking and insurance, as well as growth technology sectors [9] - Dongfang Securities indicates that the market will revolve around mid-year performance reports, with a focus on technology growth, high-end manufacturing, and new consumption stocks [10]
A股开盘速递 | 外围不确定性反复！A股震荡走弱 医药、养殖板块逆势走强
智通财经网·2025-05-30 01:54