6月重要政策催化，最新利好领域梳理（附名单）

Core Viewpoint - The market in May showed a pattern of fluctuating trends with rapid sector rotation, indicating a lack of sustained momentum and clear profit-making opportunities. The expectation for June is a shift towards large-cap growth stocks, with core assets expected to show early signs of profit recovery [1]. Group 1: Market Trends - In May, various sectors were frequently speculated upon, including Huawei's HarmonyOS, military aircraft, and innovative drugs, reflecting poor market sustainability and rapid rotation among sectors [1]. - The anticipated market style for June is a transition to large-cap growth, with a focus on core assets showing profit inflection points [1]. Group 2: Emerging Hot Topics for June - Low-altitude Economy: Recent policies in regions like Sichuan and Shandong support low-altitude economic development, including a 30 billion yuan special fund and the establishment of 400 digital takeoff and landing platforms [3]. - AI and Robotics: Significant breakthroughs in AI technology have been noted, with advancements in models from Anthropic and Google, as well as ongoing optimizations in domestic models like Baidu's Wenxin and iFlytek's Spark [5]. - 6G Technology: The global research on 6G technology standards has officially commenced, with China leading the development process, aiming to complete the first version of technical specifications by 2029 [6]. - Semiconductor Self-sufficiency: The U.S. has intensified semiconductor export controls against China, prompting accelerated domestic alternatives and a notable increase in the domestic EDA tool localization rate to 35% within a week [7]. - Federal Reserve Policy Shift: The upcoming Federal Reserve meeting is expected to provide economic outlooks, with market speculation leaning towards potential interest rate cuts in late 2025, which could benefit high-debt sectors like real estate and consumer goods [8]. Group 3: Key Companies and Sectors - Low-altitude Economy: Key players include SF Holding (drone delivery network), Zhongyun Drone (military-to-civil technology), and Huace Navigation (low-altitude smart network) [3][4]. - AI and Robotics: Core companies include Zhongke Shuguang (computing chips), Inspur Information (servers), and Keda Xunfei (AI applications in education and healthcare) [5][4]. - 6G Technology: Major companies involved are ZTE Corporation (base station equipment) and China Satellite Communications (satellite manufacturing) [6][4]. - Semiconductors: Key firms include Zhongwei Company (etching machines) and Zhaoyi Innovation (NOR Flash) [7][4]. - Real Estate and Gold: Notable companies are Poly Development (state-owned enterprise reform) and Shandong Gold (benefiting from rising gold prices) [8][4].