Group 1 - The three major indices collectively declined this week, with the Shanghai Composite Index down 0.03%, the Shenzhen Component down 0.91%, and the ChiNext Index down 1.40% [1] - The market outlook suggests a potential recovery in traditional core assets due to improved economic expectations and high sentiment in small-cap stocks [3] - The technology sector is expected to rebound, but it has not yet escaped the adjustment phase, indicating a need for patience in waiting for significant industry catalysts [2][4] Group 2 - The A-share market is anticipated to exhibit a volatile upward trend in June, with a focus on a balanced investment strategy across consumption, technology, and dividend stocks [5] - The report highlights the importance of the domestic AI industry chain, embodied intelligence, and defense industry as key investment directions [2] - The recent economic data has exceeded expectations, providing fundamental support for the A-share market, while policy measures are aimed at improving market liquidity [9] Group 3 - The AI sector continues to be a focal point for investment opportunities, with advancements in AI models such as DeepSeek-R1 showing significant improvements in performance metrics [8] - The media sector is expected to benefit from AI applications and IP monetization, with a focus on companies with strong IP advantages [7] - The report from Dongwu Securities indicates that a new trading cycle may emerge, emphasizing the importance of technology growth sectors such as AI and robotics [4]
十大机构看后市：6月市场有望回归传统核心资产 新一轮东升西落交易可能很快来临
Xin Lang Zheng Quan·2025-06-02 08:25