A股午评 | 沪指半日跌0.19% 脑机接口概念爆发 AI眼镜、固态电池等板块强势

Core Viewpoint - The current A-share market is experiencing a state of stock game with relatively disorderly performance, and a "fan-like" theme rotation is expected to continue in the short term [1][8] Market Performance - As of the midday close on June 17, the Shanghai Composite Index fell by 0.19%, the Shenzhen Component Index remained flat, and the ChiNext Index dropped by 0.14% [1] - The market is characterized by rapid rotation of hot sectors, with notable performances in brain-computer interface, consumer electronics, oil and gas, solid-state batteries, and deep-sea technology [1] Hot Sectors 1. Brain-Computer Interface - The sector saw explosive growth, with stocks like Aipeng Medical and Innovation Medical hitting the daily limit [3] - The U.S. brain-computer interface stock Neuralink surged by 283% overnight, with a year-to-date increase of over 460 times, indicating a potential rapid growth phase for the market [3] 2. AI Glasses - The AI glasses sector strengthened, with stocks such as Inpai and Biyi hitting the daily limit [4] - The upcoming release of smart glasses developed by Meta in collaboration with Oakley is expected to boost sales and drive growth across the industry [4] 3. Solid-State Batteries - The solid-state battery sector experienced a rally, with Yinghe Technology rising by 20% [5] - The first "Lithium Sulfide and Sulfide Solid-State Battery Forum" is scheduled for June 25, focusing on the latest technologies and applications in the field [5] Institutional Views 1. Shenwan Hongyuan - The firm believes that the A-share market's mid-term return to a structural bull market relies on breakthroughs in the technology sector [6] - Despite short-term volatility, the upward trend in stock prices for new consumption and innovative drug leaders is expected to continue [6] 2. Dongwu Securities - The firm emphasizes that the current market is in a state of stock game, with a focus on high-low rhythm to achieve excess returns [8] - After the peak of innovative drugs and new consumption, attention should shift to opportunities in AI computing power, controllable nuclear fusion, military industry, commercial aerospace, solid-state batteries, and deep-sea technology [8] 3. Everbright Securities - The firm anticipates that the market will likely continue to experience index fluctuations and hot sector rotations [9] - The upcoming Global High-Speed Copper Cable Innovation Technology and Supply Chain Conference is expected to stimulate related concept stocks [9]