A股开盘速递 | 三大指数涨跌不一 游戏、光伏设备、造纸等板块涨幅居前

Market Overview - A-shares opened mixed with the Shanghai Composite Index down 0.1%, Shenzhen Component Index down 0.13%, and the ChiNext Index flat [1] - Sectors such as gaming, photovoltaic equipment, and paper-making showed strong gains [1] Institutional Insights - Dongfang Securities highlighted that geopolitical conflicts remain a significant negative factor, but with policy support, the market is expected to undergo daily adjustments with potential for a rebound next week, particularly in the technology sector [1] - Everbright Securities noted that despite market adjustments, indices are still in a range-bound oscillation pattern, with a focus on humanoid robot concepts [2] - Guotai Haitong expressed that external uncertainties are not sufficient to trendily disrupt the Chinese stock market, emphasizing that new technologies are the main focus and the financial cycle could be a dark horse [3] Sector Recommendations - Financial and high-dividend sectors are recommended due to the benefits from the domestic risk-free interest rate decline, including banks, brokerages, operators, and highways [3] - Emerging technology growth is emphasized, with recommendations for sectors such as Hong Kong internet, media, innovative pharmaceuticals, military, and robotics [3] - The revival of cyclical consumption is viewed differently, with a positive outlook on tightly supplied cyclical goods and new consumption driven by supply, recommending sectors like non-ferrous rare earths, chemicals, retail, and cosmetics [3]