Group 1 - A-share market shows potential for breakthrough, with focus on technology, brokerage, and sectors with strong earnings during the earnings season [1][6] - Major indices in the A-share market saw significant increases in June, with the Shanghai Composite Index rising by 2.9%, Shenzhen Component Index by 4.23%, and ChiNext Index by 8.02% [1] - Multiple brokerages have released their investment portfolios for July, covering various sectors including consumption, energy, technology, and finance [1] Group 2 - The most frequently recommended stocks include Kaiying Network, which received recommendations from five brokerages, and Huadian Technology, Zijin Mining, Muyuan Foods, and Satellite Chemical, each recommended by four brokerages [4] - Huadian Technology had the highest increase in June, with a rise of over 37%, closing at 44.11 yuan [4][5] - The sectors receiving the most attention include technology, brokerage, and military industries, with a focus on sectors expected to perform well during the earnings season [6][7] Group 3 - The upcoming earnings season is expected to highlight sectors with strong performance, particularly in steel, computers, electric equipment, and national defense industries [7] - Stable assets such as high-dividend stocks and gold are also considered worthy of attention in the current market environment [7]
晓数点丨券商7月金股出炉：这些股获力挺，看好科技、证券方向
Di Yi Cai Jing·2025-07-02 01:59