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收评：沪指跌0.22% 军工、电子身份证板块领涨 多只银行股续创历史新高
Zhong Guo Jin Rong Xin Xi Wang·2025-06-26 07:56

Market Overview - The major stock indices in Shanghai and Shenzhen opened mixed on June 26, with the Shanghai Composite Index and Shenzhen Component Index slightly lower, while the ChiNext Index opened slightly higher [1] - The Shanghai Composite Index closed at 3448.45 points, down 0.22%, with a trading volume of approximately 603.1 billion yuan; the Shenzhen Component Index closed at 10343.48 points, down 0.48%, with a trading volume of approximately 980.1 billion yuan; the ChiNext Index closed at 2114.43 points, down 0.66%, with a trading volume of approximately 51.02 billion yuan [1] Sector Performance - The military industry and electronic ID sectors showed strong gains, while sectors such as photolithography machines, brain-computer interfaces, and innovative drugs experienced notable declines [1] - Several bank stocks reached historical highs, along with technology stocks like Shenghong Technology and Xinyi Sheng, which have strong performance expectations [1] Investment Insights - According to institutional views, the A-share market is gradually finding a bottom with medium to long-term investment opportunities emerging due to a series of counter-cyclical adjustment policies [2] - Focus areas for investment include high-growth sectors such as semiconductors, consumer electronics, artificial intelligence, robotics, and low-altitude economy [2] Cross-Border Payment Developments - The launch of cross-border payment services marks a significant milestone, allowing residents from mainland China and Hong Kong to conduct remittances, enhancing connectivity between the two regions [3] - The current RMB cross-border payment system includes CIPS, mCBDC Bridge, and BRICS Pay, with stablecoins emerging as a new path to reshape the cross-border payment landscape [3] Policy Updates - The National Development and Reform Commission plans to issue the third batch of funds for the consumption upgrade program in July, ensuring the orderly implementation of the policy throughout the year [4]