A股收评 | A股走势分化！上证50指数收跌逾1%，银行等权重板块下挫

Market Overview - A-shares exhibited mixed performance on June 27, with the Shanghai Composite Index down by 0.70% and the Shenzhen Component Index up by 0.34% [1] - The banking sector experienced a significant pullback, contributing to the divergence in indices, while the computing power industry chain, including optical modules, saw strong gains [1] - Nvidia's stock reached a new all-time high, reaffirming its position as the world's "king of market value," reflecting the ongoing surge in global AI computing power demand [1] Sector Highlights Brokerage Sector - Brokerage stocks experienced significant volatility, with Tianfeng Securities hitting the daily limit. Other financial concepts, including multi-financial and stablecoin stocks, also showed activity [2] - Tianfeng International Securities upgraded its trading license to offer virtual asset trading services, which is expected to reshape the non-bank financial industry [2] Nonferrous Metals - Nonferrous metal stocks surged, with Electric Alloy hitting a 20% limit up, and several other stocks like Northern Copper and Huayang New Materials also reaching their limits [3] - On June 27, copper futures rose nearly 2%, surpassing 80,000 yuan/ton, marking a new high since early April. Goldman Sachs predicts copper prices could peak at approximately $10,050 per ton by August 2025 due to tightening supply outside the U.S. [3] Xiaomi Automotive - The Xiaomi automotive sector was active, with stocks like Mould Technology and Ningbo Huaxiang hitting their limits. Xiaomi's first SUV, the Xiaomi YU7, received over 200,000 pre-orders within three minutes of its launch [4] - Following the launch, Xiaomi's ADR surged nearly 10%, indicating strong market interest and potential benefits for the supply chain [4] Water Conservancy - The water conservancy construction sector saw a rally, with stocks like Hanjian Heshan and Chengbang Co. hitting their limits [5] - Recent government initiatives to enhance river protection and water security are expected to sustain robust growth in infrastructure investment, particularly in water conservancy [5] Institutional Insights Shenyin Wanguo - The firm anticipates a short-term need for market consolidation but expects limited downside risk. They highlight a potential rebound in technology stocks and suggest focusing on defensive assets like banks benefiting from insurance stakes [7] Dongfang Securities - The firm emphasizes the importance of maintaining market stability as a clear policy goal, with a stable economic outlook. They predict that July's earnings reports will significantly influence stock performance [8] Everbright Securities - The firm notes that after a continuous rise, the market may experience profit-taking, leading to a period of index fluctuations and sector rotation [9]