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“五穷”行情未现身、个股平均涨5%,六月中大盘成长风格将占优?
Di Yi Cai Jing Zi Xun·2025-05-30 12:44

Group 1 - A-shares in May showed a fluctuating market with over 5000 stocks averaging a gain higher than April, with themes like gold, yellow wine, innovative drugs, controllable nuclear fusion, aerospace military industry, and digital currency rising rapidly [1][2] - The semiconductor, robotics, and software development sectors underperformed the market, indicating a divergence in sector performance [1][2] - The average increase of stocks in May was 5.28%, with the median increase at 3.5%, contrasting with April's average decrease of -2.12% [2] Group 2 - The ST or *ST stocks saw an average increase of 14% in May, with 59 stocks rising over 20%, reflecting a shift in market focus towards speculative trading during the earnings vacuum period [3] - New consumption trends are emerging, focusing on smart consumption and personalized products, with significant interest in sectors like beauty care and gold jewelry, which outperformed major indices [4][5] - The gold jewelry sector index rose by 9.53% in May, with individual stocks like Mankalon and Chaohongji seeing increases over 43% [5][6] Group 3 - The robotics sector has faced a downturn, with the Wind Robotics Index declining after reaching a historical high in February, and many stocks in this sector have retraced significantly [6] - Institutions anticipate that June will favor large-cap stocks, with a balanced approach to growth and value, particularly in consumer services and growth sectors [7][8] - The market outlook for June suggests a focus on domestic development stages, with an emphasis on new consumption and potential policy support for economic stability [7][8]