Group 1 - The former U.S. Secretary of Commerce, Raimondo, stated that export controls against China are ineffective, and the U.S. must worry about falling behind. A long-term appreciation of the RMB could lead to a significant influx of global capital into RMB assets and accelerate foreign investment into A-shares [1] - The RMB has recently appreciated by 1000 points, indicating the end of the depreciation trend. A continued depreciation could be disastrous for A-shares, with a potential break below 10 being unacceptable for the Chinese economy and A-shares [1] Group 2 - The ChiNext index led the market with a breakthrough, while the Shanghai Composite Index attempted to reach 3400 points but ultimately did not hold. The significance of crossing 3400 points is minimal, but the increase in trading volume from below 1 trillion to 12.8 trillion, a 30% increase, is crucial for market momentum [3] - The A-share market shows a high probability of continuing its upward trend, supported by positive performance in the first week of June. Despite a slight pullback, the overall upward trend remains intact, with both institutional and retail investors actively buying [5] Group 3 - Over 4100 stocks in the Shanghai Composite Index rose, with a notable surge in the pharmaceutical sector. The support from leading brokerages is crucial, and potential mergers among top brokerages could stimulate the brokerage sector and stabilize the index above 3400 points [7] - The current market performance indicates that the A-share and Hong Kong stock markets are showing strong resilience, with a focus on enhancing alpha in previously hot sectors rather than broadening the market's focus [7]
A股行情将继续上扬?6月10日,今日凌晨的三大重要消息冲击来袭
Sou Hu Cai Jing·2025-06-10 01:09