Sou Hu Cai Jing·2025-06-16 23:31Market Overview - A-shares experienced a low opening followed by a high closing, with all three major indices in the green, but trading volume decreased by 250 billion [1] - The Shanghai Composite Index recovered the 10-day and 20-day moving averages around 3388 points, but faced resistance at the 5-day moving average [3] - The market's short-term direction will depend on trading volume, with a potential breakthrough at 3400 points if early trading volume exceeds 80 billion [3] Economic and Policy Signals - The Middle East situation has eased, leading to a temporary relief in A-shares, while the People's Bank of China injected 1.4 trillion yuan in liquidity over the past 10 days [3] - The Lujiazui Forum is expected to announce significant financial reforms and support for high-growth enterprises, particularly in Guangdong's nuclear medical industry [3] Investment Strategies - Investors are advised to maintain exposure to safe-haven assets like gold and oil, with specific stocks such as Shandong Gold and Zhongman Petroleum being highlighted [4] - Policy-driven opportunities are emerging, particularly in the brokerage and real estate sectors, with stocks like Haitong Securities and Poly Development recommended [4] - Long-term investments in new productivity sectors such as AI computing, humanoid robots, and low-altitude economy are encouraged, with companies like Zhongke Zhuguang and Sanhua Intelligent Control suggested as potential targets [4] Market Sentiment and External Influences - Northbound capital has seen a net outflow for three consecutive days, but there was a late-session accumulation in technology stocks [3] - The U.S. stock market showed positive performance, with all three major indices closing higher, which may influence foreign capital flows [3] - The upcoming Federal Reserve meeting is anticipated to impact market volatility, with a focus on interest rate decisions [4]