Mei Ri Jing Ji Xin Wen·2025-06-29 10:16Group 1 - The A-share market showed upward momentum this week, with major indices recording weekly gains, particularly in small and micro-cap stocks, with the micro-cap index and ChiNext index both rising over 5% [1] - The banking sector experienced significant adjustments on Friday, while technology stocks performed strongly, raising questions about whether a technology-driven market trend is emerging [1][5] - The recent performance of the securities and insurance sectors has been interpreted as a potential signal for a market rally, although caution is advised against impulsive actions based on short-term gains [1][4] Group 2 - The central bank's recent meeting indicated a shift in the assessment of external economic growth from "not strong" to "weak," highlighting challenges such as persistent low inflation and increased trade barriers [2] - The Shanghai Composite Index showed signs of accelerated adjustment after breaking its low point, with technical indicators suggesting further short-term adjustments may occur [3] - The banking sector's adjustment is attributed to month-end effects and institutional "balance sheet" needs, alongside concerns about the sustainability of incremental capital from insurance funds [4] Group 3 - The technology sector remains strong, with significant movements in the S&P 500 and NASDAQ, benefiting from high growth expectations in AI and semiconductor industries [7] - The copper price forecast has been raised by Goldman Sachs, indicating a bullish outlook for the commodity, which may positively impact related sectors [6] - Upcoming regulations regarding the transportation of charging devices may stimulate the 3C-marked charging device industry [8] Group 4 - The market is expected to continue its upward trend after a brief adjustment, with a focus on both blue-chip and technology growth sectors as the mid-year reporting season approaches [5][8] - The recent performance of traditional blue-chip sectors, such as non-ferrous metals, indicates strong capital interest and potential for further gains [5][6]