指数盘整后迎来全面反弹 如何布局6月行情？

Market Overview - On May 30, the three major stock indices opened lower, with the Shanghai Composite Index at 3358.81 points, down 0.14%, the Shenzhen Component Index at 10091.19 points, down 0.36%, and the ChiNext Index at 2002.73 points, down 0.49% [1] Expert Opinions - According to Xu Chuanbao from Jinyuan Securities, regardless of external factors, the government is expected to focus on boosting domestic demand and optimizing economic structure, reducing reliance on exports. Key sectors benefiting from this trend are anticipated to perform well [2] - Huang Jun from Haishun Securities maintains an optimistic outlook for the market, expecting resistance around the 3400-point level due to significant trapped positions. The market is likely to remain in a volatile upward trend, led by specific sectors [2] - Lai Wenliang from Dongfang Securities identifies high-certainty main lines for the second half of the year, focusing on specific sectors and emerging technology products with substantial growth potential and overseas expansion opportunities [3] Industry Insights - China Galaxy Securities reports that technological advancements are driving market demand for AR glasses, transitioning them from niche products to mainstream smart devices. In Q1 2025, global AR sales are projected to reach 112,000 units, with a significant increase in AI smart glasses sales, which reached 600,000 units, up 216% year-on-year [6] - Citic Construction Investment highlights the importance of humanoid robots as a key application of AI. The commercial viability of humanoid robots is being actively explored across various dimensions, with increasing demand in logistics and healthcare sectors [7][8]