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和讯投顾吴嘉仪:大A今天继续强势震荡,回调一下实属正常
He Xun Cai Jing·2025-07-02 02:10

Market Overview - The A-share market continues to show strong fluctuations, with trading volume reaching 1.46 trillion, remaining stable compared to the previous day [1] - Institutional net inflow was 17.8 billion, while both main and retail investors collectively withdrew nearly 40 billion, indicating a typical market behavior of alternating between consolidation and upward movement [1] - The index is operating within a healthy range, approaching the previous high of 3462 points, with a potential breakthrough to the next target of 3500 points [1] Sector Analysis - The leading sectors this year are pharmaceuticals, military industry, and semiconductors, which are expected to remain active in the coming months due to strong mid-to-long-term support [2] - The pharmaceutical sector is driven by domestic substitution, policy support, and international expansion, with recent policies from the National Health Commission promoting the development of innovative drugs and their inclusion in insurance [2] - The military sector benefits from expectations surrounding military parades and ongoing geopolitical tensions, while the semiconductor sector is supported by significant investments from the National Fund into critical areas and recent breakthroughs in optical technology [2] - Overall, the pharmaceutical, military, and semiconductor sectors are identified as the most promising investment opportunities as long as the upward trend remains intact [2]