Core Viewpoint - The overall market trend remains positive, with potential for volatility and sector rotation, despite some indices reaching historical highs while broader indices show slower upward momentum [4][5]. Market Overview - On June 17, the three major stock indices opened mixed, with the Shanghai Composite Index at 3388.18 points, down 0.02%, the Shenzhen Component Index at 10177.67 points, up 0.14%, and the ChiNext Index at 2061.47 points, up 0.2% [3]. Guest Opinions - Yuan Qiang from Guotai Haitong Securities believes the market's upward trend is likely to continue, but will experience fluctuations and sector rotation [4]. - Wang Chen from Guojin Securities suggests the market is in a consolidation phase before a breakout, which may be catalyzed by policy changes [4]. - Zhang Xinmao from Guotai Junan indicates that the market may remain in a volatile range until policy catalysts emerge, with a clearer upward trend expected in the medium term [5]. Sector Insights - Huatai Securities highlights three trends in the home appliance sector: focusing on core assets benefiting from the home appliance boom, enhancing localization capabilities overseas, and seizing opportunities in AI and cross-industry innovations [10]. - The home appliance sector has seen a cumulative increase of 1.9% from January to May 2025, ranking 12th among sub-industries [10].
创业板指缩量收复5日线 反弹能否延续?
第一财经·2025-06-17 03:18