航运港口板块盘初拉升，A500指数ETF（159351）开盘半小时成交额突破5亿元，中远海能涨超5%

Group 1 - The three major indices opened lower on June 13, with the shipping and port sector initially rising, particularly China Merchants Energy which increased over 5% [1] - WTI crude oil futures saw a significant intraday increase of over 9% [1] - The A500 Index ETF (159351), which holds multiple shipping stocks including China Merchants Energy, experienced a trading volume exceeding 500 million yuan within the first half hour of trading [1] Group 2 - According to Shenwan Hongyuan, the short-term outlook for the European and American markets requires valuation digestion, while the Chinese market still has room for valuation recovery [2] - The report suggests overweighting Hong Kong and A-shares while underweighting US stocks, with a continued positive outlook on global technology stocks [2] - The current valuation of the A-shares and Hong Kong stocks is considered neutral to low, indicating potential for recovery, especially with decreasing tariff uncertainties and a restructuring of the global monetary order [2]