6.3复盘：大机会来了！

Market Overview - The overall market sentiment is positive, with a strong start in June, indicating a potential for good performance this month [1] - The market is characterized by a combination of quantitative-driven rotation and retail investor-led clustering strategies [1] Index Performance - The three major indices opened lower but showed signs of recovery, with a trading volume of 1.14 trillion, remaining stable compared to the previous trading day [3] - The expectation for the first half of the week is a gradual upward movement in indices, while the latter half may see divergence and corrections [3] Market Sentiment - There were 67 stocks hitting the daily limit up and 6 hitting the limit down, with 3,190 stocks rising and 1,724 falling [4] - The sentiment is expected to continue improving, with opportunities for rotation among thematic stocks [4] Sector Opportunities - The pharmaceutical sector is performing strongly, with notable stocks like Shuyitai and Huason Pharmaceutical showing significant gains [6] - The nuclear power sector is also expected to see a rebound, with strong buying activity noted in the afternoon [7] - The stablecoin sector faced challenges, but there is potential for recovery in the coming days [8] - The consumer sector, particularly in pet-related businesses, is showing strong recovery, indicating ongoing opportunities for selective investments [8] Investment Strategy - The current market favors a focus on core stocks within specific sectors, with an emphasis on maintaining a cautious approach due to lower margin for error [8]