每周主题、产业趋势交易复盘和展望：端午之后，产业趋势关注什么？-20250602

Market Overview - The total trading volume of the A-share market last week was 1.09 trillion, a decrease of 79.4 billion compared to the previous week[9] - The Shanghai Composite Index showed a slight decline of 0.03% last week[12] Market Style Performance - Small-cap stocks outperformed large-cap stocks, with the ChiNext Index down 1.40% and the Shanghai 50 Index down 1.22%[12] - The private equity heavy positions index increased by 0.61%, marking the best performance among various participant indices[21] Sector Performance - The strongest sectors included stablecoins and autonomous logistics, with significant developments in the regulatory framework and technology applications[36] - The report highlighted a potential $5 billion business development transaction by Shiyou Group, indicating growth in the innovative drug sector[36] Market Sentiment - The number of stocks hitting the daily limit increased to around 50 last Friday, indicating a slight recovery in market sentiment[26] - The overall A-share market saw a slight increase of 0.14% last week, with 3,794 stocks rising on the first day of the week[23] Risk Factors - The report warns of potential risks including slower-than-expected domestic economic recovery and geopolitical uncertainties that could impact market stability[44] - Industry-specific uncertainties such as supply-demand fluctuations and policy changes may affect company performance[44] Future Outlook - The report emphasizes the importance of domestic circulation and technological self-reliance in the context of external uncertainties, suggesting a focus on consumer electronics and industrial automation[41] - Upcoming events include the release of U.S. non-farm payroll data and the European Central Bank's interest rate decision, which may influence market dynamics[40]