6月5日复盘：增量资金来了！主力不进大消费，专捡大科技，要不要跟？

Market Overview - The A-share market has shown a continuous upward trend for three days after the holiday, with today's trading volume reaching 1.3 trillion, indicating the entry of new funds despite being lower than the previous average of 1.5 trillion [1][3] - The market is characterized by a "stock game," where profit-taking occurs among winning stocks, particularly in sectors like innovative pharmaceuticals and new consumer goods, which have seen adjustments [1][3] Trading Volume and Fund Flow - The average trading volume over the past three days was below 1.2 trillion, but the increase to 1.3 trillion today suggests an influx of approximately 100 billion in new funds [3] - Despite the increase in trading volume, the new funds have not absorbed the profit-taking pressure, particularly in the consumer sector, leading to a rebound in oversold sectors like securities and technology [3][5] Market Sentiment and Strategy - The current market sentiment indicates a lack of strong buying power, with today's buying power recorded at 950, which is below the threshold of 1000 needed for a robust rally [5] - There is a significant selling pressure observed, suggesting that if new funds do not continue to flow in, the market could easily shift to a bearish trend [5] Sector Performance - The market has seen a rotation in sector performance, with sectors like blockchain and ST stocks showing strength, while traditional leaders like pharmaceuticals have weakened [7][8] - The analysis indicates that the market may experience further rotation among sectors, and the ability to predict the next leading sector is crucial for investors [7] Key Data Points - The number of stocks hitting the daily limit up was 107 today, with 100 being real limit ups, indicating a mixed performance across sectors [6] - The buying power and selling power metrics show a disparity, with buying power at 950 and selling power at 136, reflecting a cautious market environment [6]