Market Overview - On the last trading day of June, A-shares rose across the board, with the ChiNext Index and the STAR 50 Index both increasing by over 1% [1] - For the month, the Shanghai Composite Index rose by 2.9%, while the Shenzhen Component Index and the ChiNext Index increased by 4.23% and 8%, respectively [1] - The Hong Kong stock market showed weakness, with the Hang Seng Index dropping nearly 1% [1] A-share Performance - The Shanghai Composite Index closed at 3444.43 points, up 0.59%, while the Shenzhen Component Index closed at 10465.12 points, up 0.83% [1] - The ChiNext Index rose by 1.35% to 2153.01 points, and the STAR 50 Index increased by 1.54% [1] - The total trading volume in the Shanghai and Shenzhen markets was 151.75 billion yuan, a decrease of 58.4 billion yuan from the previous day [1] Sector Highlights Military Industry - The military sector continued to show strength, with stocks like Zhongguang Fang雷 achieving three consecutive trading limits, and Beifang Changlong and Changcheng Military Industry reaching new historical highs [4][6] - The military industry is gaining attention due to geopolitical changes, which are expected to enhance overall valuations and performance in the second quarter [6] - Institutions predict that military trade could become a second growth driver, benefiting from demand amplification effects [6] Lithography Machine Concept - The lithography machine concept saw a strong surge, with stocks like Blue Eagle Equipment and Guangxin Materials hitting their daily limits [8] - The importance of lithography machines in semiconductor manufacturing is highlighted, as they account for about one-third of manufacturing costs and 40%-50% of the time spent [10] - The market for high-end EUV and DUV lithography machines is expanding, with significant potential for domestic breakthroughs [11] Brain-Computer Interface (BCI) - The BCI concept gained traction, with stocks like Xiangyu Medical and Aipeng Medical seeing significant increases [13] - Neuralink's recent advancements in BCI technology have drawn attention, with successful trials on patients allowing them to control computers using their thoughts [15] - The BCI market is expected to grow significantly, with projections indicating a potential increase of around $10 billion globally over the next decade [15]
全线爆发!这一板块,涨停潮!