午评：主要股指显著调整 可控核聚变及核污染防治概念跌幅靠前

Market Overview - The Shanghai and Shenzhen stock markets opened lower on June 19, with significant declines observed by midday, particularly in the Shenzhen Component Index and the ChiNext Index [1] - The Shanghai Composite Index closed at 3359.78 points, down 0.86%, with a trading volume of approximately 291.3 billion yuan; the Shenzhen Component Index closed at 10072.42 points, down 1.01%, with a trading volume of about 496.5 billion yuan [1] Sector Performance - Initial gains were noted in sectors such as cross-border payments and AI, while nuclear pollution prevention and brain engineering sectors faced early declines [1] - Energy metals, batteries, PCB concepts, semiconductors, and humanoid robots saw significant intraday increases but experienced pullbacks as indices declined [1] - Notable adjustments were observed in sectors like controllable nuclear fusion, nuclear pollution prevention, superconducting concepts, marine economy, and weight-loss drugs [1] Institutional Insights - Huatai Securities indicated that the Lujiazui Financial Forum has limited short-term market impact but is beneficial for long-term financial reform and capital market improvement, with potential beneficiaries including large finance, digital economy/payment, and technology sectors [2] - CITIC Securities noted that historical oil crises have been linked to Middle Eastern conflicts, with a diminishing long-term impact on global oil prices; they also highlighted the potential for U.S. economic recession if oil prices rise significantly due to conflict [2] Industry Developments - CITIC Jiantou reported a rapid increase in demand for computing power driven by AI advancements, with a focus on domestic semiconductor production, particularly in advanced processes, packaging, and storage [3] - Beijing's government is encouraging social capital to establish investment funds for the ice and snow industry, aiming to stimulate economic activity through financial support and tax incentives [4] - Dalian City has introduced eight measures to promote a healthy real estate market, including increased loan limits for recent graduates and key talent in the region [5]