A股午评 | 创指半日跌超1% 油气股逆势掀涨停潮 军工、核污染防治概念发酵

Group 1: Market Reaction to Geopolitical Events - Israel's preemptive strike on Iran has led to a significant market downturn, with over 4,400 stocks in the A-share market declining, and the Shanghai Composite Index falling by 0.72% [1] - International oil prices surged by 9% following the attack, while gold prices reached $3,400 per ounce, indicating a flight to safety in response to geopolitical tensions [1] - Global stock markets, including U.S. futures and Asian indices, experienced declines, with the Nasdaq futures dropping by 2% and the Nikkei 225 index falling over 1% [1] Group 2: Sector Performance - Oil and gas stocks saw a surge, with companies like Keli Co. hitting a 30% limit up, driven by the spike in oil prices due to the geopolitical situation [2] - The precious metals sector remained strong, with companies such as Xibu Gold and Cuihua Jewelry also hitting the limit up, as gold prices approached $3,430 per ounce [3] - The nuclear pollution prevention concept gained traction, with stocks like Jieqiang Equipment rising by 20%, following reports of Israeli airstrikes targeting Iranian nuclear facilities [4] Group 3: Institutional Insights - Everbright Securities anticipates that the market will maintain a volatile state in June, influenced by both domestic and international factors, with a focus on expanding domestic demand [5] - Zhao Shang Securities emphasizes the importance of focusing on traditional capacity clearance, the rise of new consumption, and sectors with high industry prosperity for investment opportunities [6] - Guotai Haitong Securities projects a clearer "transformation bull" market in China, with a strategic outlook favoring long-term investments through 2025, driven by policy measures aimed at stabilizing the economy and boosting demand [8]