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6.2复盘:六月大事件!
Sou Hu Cai Jing·2025-06-03 01:34

Market Overview - The market experienced a slight decline with a trading volume of 1.14 trillion, indicating a healthy level of activity despite external pressures from geopolitical events [3] - The sentiment in the market is currently weak, with a significant number of stocks declining compared to those that increased, highlighting a challenging environment for investors [4] Sector Analysis - The pharmaceutical sector is showing strength, particularly with stocks like Shuyou Shen, which is expected to continue its upward trend, making it a potential safe haven for investors in June [5] - The stablecoin market has seen significant activity, particularly in Hong Kong, where the introduction of new regulations has led to a 64% increase in related stocks, indicating a potential area for investment [5] - The drone and anti-drone sectors are emerging as short-term trading opportunities following recent geopolitical events, although the depth of capital involvement remains limited [6] Investment Opportunities - The nuclear power sector faced a setback due to recent regulatory issues, but there may be opportunities for recovery if the market stabilizes [7] - Consumer stocks are expected to maintain their momentum, with potential for individual stocks to perform well in the coming week [8] - Overall, the market is anticipated to remain in a structural phase where making profits may be challenging, but there are still opportunities in strong sectors and stocks [9]