6月券商金股组合发布电子机械医药等推荐度高

Group 1 - In June, 41 brokerage firms released their "golden stock" combinations, totaling 275 unique stocks, with significant representation from the electronics, machinery, pharmaceuticals, and food and beverage sectors [1][2] - Compared to May, the weight of stocks in the automotive and defense industries has decreased in the June recommendations [2] - Notable stocks frequently recommended include Anji Technology, Rilian Technology, Changchun High-tech, Qingdao Beer, Yahua International, Zijin Mining, Deepin Technology, and Yinlun Holdings [2] Group 2 - The historical annualized return of the entire golden stock combination is 11.0%, outperforming the CSI 300 and CSI 500 indices [3] - In May, out of 272 golden stocks, 132 had positive returns, with the highest performer being Chaohongji, which increased by 45.3%, while the largest decline was seen in Aojie Technology-U, which fell over 21% [3] - Analysts suggest that the June market style may lean towards large-cap stocks, with a balanced focus on growth and value, particularly in sectors like automotive, non-ferrous metals, defense, and retail [2]