财富通每周策略

Group 1 - The report indicates that the market experienced fluctuations, with the Shanghai Composite Index falling below 3000 points, reflecting a three-day decline [4][18] - Economic data for May shows a marginal slowdown, with industrial value-added growth at 5.6%, down 1.1 percentage points from April, indicating a need for stronger economic momentum [5][18] - The "New National Policy No. 9" and the "Eight Measures for the Sci-Tech Innovation Board" are expected to support the development of new productive forces and enhance the quality of capital market development [18][19] Group 2 - The report highlights that the global economic slowdown and intensified US-China trade tensions have led to a decline in external demand, putting pressure on domestic exports [2][32] - The report notes that the LPR (Loan Prime Rate) remained unchanged in June, suggesting that there is still room for monetary policy adjustments in the future [21][27] - The report suggests focusing on sectors such as banking, public utilities, coal, transportation, and household appliances for potential investment opportunities [22][41]