2 1 Shi Ji Jing Ji Bao Dao·2025-06-16 02:03Group 1 - The Hang Seng Index and Hang Seng Tech Index opened lower but rebounded during the trading session, with the CSI Hong Kong Stock Connect Consumer Theme Index down by 0.43% [1] - Notable performers among the index constituents included Chow Tai Fook, which rose over 4%, and China Resources Beverage and Nongfu Spring, both up over 3% [1] - The Hong Kong Consumer ETF (159735) opened low but increased by 0.5%, leading its category in terms of growth, with a trading volume of 2.8287 million yuan and a real-time premium rate of 0.14% [1] Group 2 - Dongguan Securities emphasizes the importance of policy implementation by the end of June, with significant meetings scheduled, such as the Lujiazui Forum on June 18-19, which may support the current structural market [2] - Huatai Securities notes that the market experienced fluctuations, with external disturbances leading to a decline in risk appetite, suggesting a potential short-term consolidation phase for A-shares [2] - The focus is on sectors like technology self-sufficiency, consumption upgrades, and defensive assets such as military and precious metals, while mid-term attention is directed towards core assets represented by A50, consumption, and finance [2]