早盘直击 | 今日行情关注

Market Analysis - The market is slowly moving forward with limited fluctuations in indices, as concerns over trade conflicts ease with new trade negotiations between China and the US [1] - The Shanghai Composite Index remains above the 5-day moving average, indicating a potential for continued slow upward movement [1] Future Outlook - The window for tariff events is closing, and a new policy window is expected to open in mid to late June, which may lead to market optimism if effective policies are implemented [2] - The National Development and Reform Commission has indicated that measures to stabilize employment and promote high-quality development will be rolled out by the end of June [2] - Short-term fluctuations may occur in popular sectors like banking and innovative pharmaceuticals, while TMT and technology growth sectors may see rebounds after sufficient adjustments [2] Hot Sectors - June is likely to be driven by event-based themes, with attention on low-position sectors such as consumption, pharmaceuticals, and adequately adjusted technology growth [3] - The focus on expanding domestic consumption is a key task for 2025, with expectations for policy support in sectors like dairy products, IP consumption, leisure tourism, and medical aesthetics [3] - The trend of robot localization and integration into daily life is expected to continue, with opportunities arising in sensors, controllers, and dexterous hands [3] - The semiconductor localization trend remains strong, with attention on semiconductor equipment, wafer manufacturing, materials, and IC design [3] - The military industry is anticipated to see a rebound in orders by 2025, with signs of recovery in various sub-sectors [3] - Innovative pharmaceuticals are entering a growth phase after a four-year adjustment, with positive net profit growth expected to continue into 2025 [3] Market Review - The A-share market experienced narrow fluctuations, with the Shanghai Composite Index remaining above the 5-day moving average and showing signs of divergence in moving averages [4] - Popular sectors like banking and innovative pharmaceuticals maintained strong performance, with over 2300 stocks rising, indicating a favorable earning environment [4] - Leading sectors included non-ferrous metals, media, beauty care, pharmaceutical biology, and communications, while sectors like home appliances, coal, food and beverage, agriculture, and real estate faced declines [4]