A股开盘速递 | 三大指数集体低开 光伏设备板块表现活跃

Market Overview - The A-share market opened lower with the Shanghai Composite Index down by 0.1% and the ChiNext Index down by 0.07% [1] - The photovoltaic equipment sector showed active performance, while insurance, rare earth permanent magnets, and computing power leasing sectors experienced the largest declines [1] Institutional Insights - According to Caixin Securities, the market is in a new buying window before August, with no significant macro risks, improved investor sentiment, and incoming capital, suggesting continued upward momentum despite strong resistance levels [1] - Investment recommendations include sectors related to "anti-involution" policies such as photovoltaic, lithium batteries, automobiles, steel, building materials, coal, and pork [1] - Dongfang Securities predicts that the Shanghai Composite Index will oscillate around 3500 points, with a low systemic risk and potential for upward expansion [2] - CITIC Securities maintains a strategic optimistic outlook, noting that liquidity and improved market sentiment could lead to further upward movement in A-shares, despite potential short-term pullback pressures [3] Sector Focus - High-prospect sectors to consider include TMT (Technology, Media, and Telecommunications) and high-end manufacturing, particularly those expected to report better-than-expected mid-year results [2] - The report emphasizes the importance of sectors benefiting from "anti-involution" policies and those with anticipated strong mid-year earnings, such as overseas computing power, wind energy, shipping, innovative pharmaceuticals, new consumption, and military industry [1][3]