A股六月开门红，再次验证一件事

Market Overview - The market experienced a rebound on June 3, with the Shanghai Composite Index rising by 0.43%, the Shenzhen Component Index by 0.16%, and the ChiNext Index by 0.48% [1] - Over 3,300 stocks in the market saw gains, with a total trading volume of 1.14 trillion yuan, an increase of 22.3 billion yuan compared to the previous trading day [1] - The market's recent performance has shown a "two ups and one down" pattern over the last three trading days, indicating volatility but limited cumulative gains [2] Sector Performance - The leading sectors included beauty care (+4.04%), precious metals (+3.76%), and chemical pharmaceuticals (+3.38%), while sectors like automotive, steel, and liquor saw declines [1][4] - The banking sector showed strong performance, with bank stocks rising by 2.17%, reaching a nearly 10-year high, although still below the historical peak from June 2015 [6][5] Investment Insights - The current market sentiment indicates a low likelihood of a significant downturn, with expectations of continued oscillation unless there is a substantial increase in trading volume [2] - The market is becoming desensitized to tariff-related news, suggesting a potential for rebounds when the market approaches lower support levels [3] - According to research from Everbright Securities, the market is expected to favor defensive and undervalued sectors such as coal, public utilities, banking, and non-bank financials [3] Upcoming Economic Indicators - Key economic indicators are set to be released on June 9 (CPI and PPI) and June 16 (economic data), with the Federal Reserve's meeting on June 17-18 being a significant event for market observation [3] ETF Performance - ETFs related to gold, gaming, and banking showed leading performance, with gold stock ETFs rising by 3.38% and gaming ETFs by 3.07% [13] - The performance of certain thematic ETFs, such as those in the medical and agricultural sectors, lagged behind their respective sectors due to the absence of key stocks in their holdings [14] Strategic Focus Areas - The market is currently focusing on three main themes: domestic consumption, domestic substitution, and sectors underweighted by public funds, with recommendations to monitor industries like home goods, food processing, and financial services [15]