A股三大指数齐涨关注中报投资机遇

Market Overview - A-shares experienced a low opening followed by a rise, with all three major indices closing higher on June 23, 2023 [1] - The Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index rose by 0.65%, 0.43%, and 0.39% respectively, closing at 3381.58 points and 2017.63 points [1] - The total trading volume in the A-share market was 1.15 trillion yuan, an increase of 552 billion yuan from the previous trading day [1] Sector Performance - The energy equipment, software, and digital currency sectors led the market, while motorcycle, soft drink, and liquor sectors saw adjustments [2] - The oil and petrochemical sector saw significant gains, with stocks like Maohua Shihua and Zhun Oil Co. hitting the daily limit [2] - Among the 15 sectors with net inflows, the computer, electric equipment, and pharmaceutical sectors had the highest net inflow amounts of 22.69 billion yuan, 14.10 billion yuan, and 11.87 billion yuan respectively [3] Investment Sentiment - Investor sentiment remains cautious, influenced by external factors, with a decrease in trading volume indicators [3] - The net inflow of main funds in the two markets was 21.17 billion yuan, with 2211 stocks experiencing net inflows and 2924 stocks seeing net outflows [2][3] Earnings Forecast - The market is entering a critical earnings forecast window, with a focus on sectors with active inventory replenishment or sufficient inventory destocking [5] - Sectors expected to show improved earnings include TMT (Technology, Media, and Telecommunications), midstream manufacturing, and consumer services, benefiting from various consumption policies and seasonal promotions [6]