刚刚，证监会重磅发声！这一板块成后市主线？

Core Viewpoint - The A-share market continues to rise, with the technology sector leading the gains, while the Hong Kong new consumption stocks experience a decline. The China Securities Regulatory Commission (CSRC) emphasizes stronger support for technological innovation and new productivity development, indicating a positive outlook for the technology sector [1][3][6]. Market Performance - A-shares have seen a third consecutive day of increases, with the ChiNext Index rising over 1%. The technology sector has taken over from consumer stocks as the market leader [1][3]. - The recent market performance shows a rotation among sectors, with technology stocks gaining momentum amid supportive domestic policies [3][10]. Regulatory Support - The CSRC has announced plans to deepen reforms in the capital market to support technological innovation and protect investors' rights, indicating a commitment to fostering a conducive environment for tech development [6][11]. Investor Sentiment - New account openings in the A-share market reached 1.56 million in May, reflecting a year-on-year increase of 22.86%, despite a month-on-month decline [8]. - There is an increase in risk appetite among investors, driven by favorable expectations regarding US-China tariffs and upcoming talks in Lujiazui, leading to a rise in financing data [9][10]. Sector Analysis - The technology sector is viewed as a key investment focus for the second half of the year, with analysts suggesting a balanced investment strategy [10][14]. - Recent developments in the tech sector, including Nvidia's strong financial performance and the launch of new consumer electronics, are expected to drive growth and investment interest [12][11]. Investment Opportunities - Analysts recommend focusing on three categories of investment opportunities: high-dividend financial stocks, emerging technology growth, and cyclical consumer goods that are expected to benefit from improved supply-demand dynamics [14][15].