6月A股行情前瞻：科技股能否逆袭？市场机会如何把握？

Market Overview - On the last trading day of May, the A-share market experienced a weak fluctuation with a decline in both volume and price, led by technology stocks, resulting in nearly 4,200 stocks closing lower [1][2] - The Shanghai Composite Index fell by 0.47% to 3,347.49 points, while the ChiNext Index dropped by 0.96% to 1,993.19 points, with total trading volume decreasing to 1.16 trillion yuan [2][3] Sector Performance - The agriculture, forestry, animal husbandry, and fishery sector led the gains, with stocks like Juxing Agriculture and Xiangjia Co. hitting the daily limit [5] - Defensive sectors such as banking and pharmaceuticals also showed slight gains, while technology stocks faced significant declines, with many sectors experiencing drops of nearly 2% [6][7] Individual Stock Movements - A total of 1,116 stocks rose, with 53 hitting the daily limit, while 4,163 stocks fell, including 19 hitting the lower limit [3] - Notable declines were observed in technology-related sectors, including a 3.29% drop in the reducer sector and a 3.14% drop in molten salt energy storage [9] Investor Sentiment - Investor sentiment appears cautious ahead of the Dragon Boat Festival holiday, with some choosing to hold cash due to uncertainties in overseas factors [1][10] - The market lacks clear industry themes, leading to insufficient overall trading volume, which may limit potential rebounds in technology stocks [10][12] Future Outlook - Analysts suggest that if trading volume exceeds 1.2 trillion yuan post-holiday, technology stocks may see a technical rebound; otherwise, sector rotation may continue [11] - The market is expected to maintain a fluctuating pattern, with indices oscillating between 3,300 and 3,400 points in the short term, while long-term focus remains on sectors benefiting from policy support and technological self-reliance [12][13]