Core Viewpoint - The A-share market is experiencing a strong upward trend, indicating the beginning of a new bull market, driven by increased market confidence and favorable policies [3][4]. Market Performance - As of June 26, the Shanghai Composite Index reached 3460.62 points, up 0.13%, while the Shenzhen Component Index and the ChiNext Index also saw increases of 0.26% and 0.30% respectively [1]. - On June 25, all three major indices rose, with the Shanghai Composite Index closing at 3455.97 points, up 1.03%, and the ChiNext Index rising by 3.11% [2]. Market Sentiment and Analysis - Analysts believe that the recent surge in A-shares reflects a shift in market sentiment, with the impact of negative overseas news diminishing [3]. - The current market conditions are seen as a confirmation of a primary upward trend, with potential targets for the Shanghai Composite Index set at around 3674 points [4]. Sector Focus - Investment strategies are recommended to focus on sectors such as pharmaceuticals, military industry, and financial technology, as these are expected to benefit from the current market dynamics [4]. - The long-term outlook suggests that China may produce the world's largest pharmaceutical companies, and consumer upgrades will create opportunities for brand revaluation [3]. Catalysts for Growth - Recent measures by the central bank and other departments to encourage long-term capital inflow have positively impacted the financial sector, particularly brokerage stocks [5]. - The easing of geopolitical tensions, particularly between Iran and Israel, has contributed to a reduction in global risk aversion, further enhancing the attractiveness of Chinese assets [5].
上证指数,创年内新高!
第一财经·2025-06-26 03:46