XZPT(SZ:002207) 智通财经网·2025-06-12 01:52Core Viewpoint - The A-share market is experiencing weak fluctuations, with the Shanghai Composite Index down by 0.33%, the Shenzhen Component down by 0.45%, and the ChiNext down by 0.15% as of June 12. Despite a slight easing in US-China trade relations, the market is expected to remain volatile, with rapid rotation of investment themes [1]. Market Performance - The quantum technology sector saw gains, with stocks like Geer Software and Jida Zhengyuan hitting the daily limit. The oil and gas sector also rose, with Zhun Oil shares reaching the daily limit. AI glasses concepts gained strength, with stocks like Biyi shares hitting the daily limit. Conversely, sectors such as port shipping, aquaculture, insurance, and military industries experienced significant declines [1]. Sector Highlights 1. Oil and Gas Sector - The oil and gas sector experienced a rally, with Zhun Oil shares hitting the daily limit. Other stocks like Potential Hengxin and Keli shares also saw increases. This surge is attributed to escalating tensions in the Middle East, with WTI crude oil futures rising by 5.2% to over $68 per barrel, marking the largest increase since October of the previous year [1]. 2. AI Glasses Concept - Stocks related to AI glasses showed strong performance, with Biyi shares hitting the daily limit. The market for smart glasses is reportedly experiencing explosive growth, with sales volume increasing over eightfold year-on-year, driven by advancements in AI models and augmented reality technology [3]. Institutional Insights 1. Galaxy Securities - Galaxy Securities suggests that the market may maintain a fluctuating upward trend, with a focus on the pace of policy implementation and external influences. The current period is characterized by a lack of earnings reports from A-share companies, and investors should pay attention to the changing external environment [4]. 2. Huashan Securities - Huashan Securities indicates that positive factors are accumulating in the market, with a favorable external environment. Small-cap stocks are showing strong performance, particularly in new consumer products and innovative pharmaceuticals, outperforming mid and large-cap stocks [5][6]. 3. Oriental Securities - Oriental Securities emphasizes that despite the easing of US-China trade tensions, the market is likely to remain volatile. Investors are advised to adopt a rotation strategy to capture hot sectors and to seek out low-priced stocks for potential investment [7].