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上半年最后一天 A股传来两大积极信号!接下来如何演绎?
Mei Ri Jing Ji Xin Wen·2025-06-30 08:01

Market Overview - The three major indices showed a strong upward trend on June 30, with the Shanghai Composite Index rising by 0.59% and the ChiNext Index increasing by 1.35% [2] - Over 4,000 stocks in the market experienced gains, with total trading volume in the Shanghai and Shenzhen markets reaching 1.51 trillion yuan, a decrease of 58.3 billion yuan compared to the previous trading day [2] - The A-share market officially closed for the first half of the year, indicating a positive market trend [2] Sector Performance - Military stocks surged significantly, with several military-related stocks reaching new highs [7] - The semiconductor industry chain also performed well, particularly in the photolithography machine sector [6] - Other active sectors included photovoltaic, rare earth permanent magnets, stablecoins, AI applications, robotics, and innovative pharmaceuticals, while banking, brokerage, and oil and gas sectors weakened [2][6] Stock Price Trends - The average stock price across the A-share market closed at 22.02 yuan, surpassing the previous high of 21.97 yuan on May 13, indicating potential for further gains in the second quarter [4] - Various military-related concepts saw significant increases, with the military equipment restructuring concept rising by 8.89% year-to-date [8] Investment Insights - Analysts suggest that the market is entering a phase where growth sectors, particularly technology and military, are likely to take the lead, moving away from the previous financial sector dominance [6][13] - The upcoming International Low Altitude Economic Expo in Shanghai is expected to drive interest in low-altitude enterprises and related sectors [9] - Recommendations for July include focusing on technology sectors, particularly AI and semiconductor industries, as well as military stocks due to their favorable positioning and upcoming catalysts [13][14]