午评：创业板指涨近2% 大金融股集体走强

Market Performance - A-shares saw collective gains on June 24, with the ChiNext index rising nearly 2% and the Shanghai Composite Index surpassing 3400 points [1] - By midday, the Shanghai Composite Index was at 3415.45 points, up 1.00%, with a trading volume of 349.3 billion; the Shenzhen Component Index was at 10193.85 points, up 1.45%, with a trading volume of 554.8 billion; the ChiNext index was at 2056.82 points, up 1.94%, with a trading volume of 281.8 billion [1] Sector Performance - Strong performance was noted in sectors such as financials, robotics, and solid-state batteries, with stocks like Guosheng Jinkong and Xiangcai Shares hitting the daily limit [1][2] - Conversely, oil and gas stocks experienced significant declines, with companies like Zhun Oil Shares hitting the daily limit down [1][2] Institutional Insights - Galaxy Securities highlighted that the banking sector is expected to see substantial performance improvements in the second half of the year, driven by coordinated fiscal and monetary policies, controlled interest margins, and improved risk expectations in corporate assets [3] - CICC emphasized the growing opportunities in AI infrastructure, focusing on cloud migration, data governance, and cybersecurity, while also noting the trend towards multi-agent systems in AI applications [3] Market Outlook - Furong Fund indicated that the equity market is showing strong rotation and thematic investment characteristics, with major indices nearing the upper bounds of their fluctuation ranges [4] - The outlook remains cautious due to geopolitical tensions and upcoming trade tariff issues, leading to a rapid decline in risk appetite [4] Financial Technology Developments - The People's Bank of China is set to develop a new financial technology development plan to enhance digital transformation in finance, focusing on leveraging vast data and diverse application scenarios [5] Corporate Developments - Starbucks China responded to rumors of Hillhouse Capital's acquisition, stating that it is evaluating the best ways to seize future growth opportunities while focusing on revitalizing its business in China [6]