Market Overview - A-shares showed a strong upward trend with the Shanghai Composite Index rising by 0.20%, the Shenzhen Component Index increasing by 0.49%, and the ChiNext Index up by 0.78% as of 9:45 AM [1] - The market experienced significant volume contraction, leading to increased cautious sentiment among investors, suggesting that without major news, the market may continue its trend of index fluctuations and sector rotations [1] Key Sectors - The storage chip sector saw strong performance, with companies like Walton Technology achieving two consecutive trading limit ups, and other firms such as Baicheng Co. and Landi Group also hitting trading limits [2] - The innovative drug sector continued to perform well, with Lianhuan Pharmaceutical achieving two consecutive trading limit ups [1][2] - The beverage manufacturing sector showed localized activity, with Guotou Zhonglu also achieving two consecutive trading limit ups [1] - The medical beauty sector was active, with Langzi Co. hitting the trading limit [1] - Conversely, sectors such as electric grid equipment, tourism, and diversified finance experienced notable declines [1] Institutional Insights - Huaxi Securities indicated that the upward trend of A-shares remains intact, with strong economic growth momentum in the first half of the year easing pressure on achieving annual growth targets [3] - The focus of domestic policy is expected to remain on "stabilizing growth," with potential for monetary policy easing as the Federal Reserve may lower interest rates in Q3 [3] - Caitong Securities emphasized that the current high-level market consolidation phase presents a critical window for identifying structural opportunities, with performance-driven factors becoming increasingly important [4] - Zhongyin Securities noted that the market is likely to maintain a central upward trend, despite potential increases in overseas volatility due to upcoming tariff decisions and economic policies [5]
A股开盘速递 | 震荡走强 芯片概念表现活跃 创新药反复走强
智通财经网·2025-07-08 02:00