6月值得关注的主题和产业趋势

Group 1 - The report suggests that June may mark the beginning of a new "East Rising, West Falling" trading cycle, driven by a weakening US dollar, which is expected to decline further below 100 points, benefiting non-US assets including the Chinese market [1][2] - The technology growth sector is identified as a key theme within the "East Rising, West Falling" trading strategy, with growth stocks expected to outperform during a weak dollar period, supported by favorable liquidity conditions [2][3] - The report highlights that the technology sector will experience a series of significant events in June, including major product launches and conferences, which are anticipated to catalyze market activity [3][4] Group 2 - Specific themes and industry trends to watch in June include AI applications (such as AI smartphones and glasses), humanoid robots, controllable nuclear fusion, deep-sea technology, and autonomous driving initiatives [7][6] - The report notes that the TMT (Technology, Media, and Telecommunications) sector's trading volume has decreased to 27.3% of total A-share trading, indicating a potential opportunity for investment as the sector's valuation becomes more attractive [2][14] - The upcoming events in June, such as the WWDC and various AI and robotics conferences, are expected to provide significant market catalysts, enhancing the visibility and potential of the technology growth sector [3][4][6]