Group 1 - The A50 index is currently experiencing a significant decline, with a drop of nearly 1% as of 4:30 PM, indicating a bearish market sentiment [1] - The daily trend of the A50 index shows a continuation of the downtrend since breaking below the white bullish line on May 23, with resistance from the bullish line persisting [3] - The index is far from the upper bullish line and has shown signs of further weakness, having broken below the green long-term trend line, indicating a fully bearish state on the daily level [3] Group 2 - The weekly trend also reflects a continuation of the downtrend, with the weekly bullish line currently trending downward [5] - A support level is identified around 13,140 points, and if this level is breached, the next support to watch is around 12,950 points [5] - To reverse the current trend, the index needs to reclaim levels above 13,350 points, which appears to be a challenging task given the current bearish conditions on both daily and weekly levels [5]

Core Viewpoint - The A-share market experienced a mixed performance in May, with the Shanghai Composite Index rising by 2.9%, the Shenzhen Component increasing by 1.42%, and the ChiNext Index up by 2.32%. Various brokerages have released their investment recommendations for June, focusing on sectors such as consumption, energy, technology, and finance [1]. Group 1: Recommended Stocks - Multiple brokerages have recommended stocks across various sectors, including: - Guotai Junan: Microchip Biotech, Xiechuang Data, Lihigh Food, Huhua Electric, Tianzhun Technology [2] - Caifeng Securities: Huayang International, Ruipu Biotech, Chongqing Rural Commercial Bank [2] - Other notable mentions include Qingdao Beer, Juhua Co., and Top Group, with several stocks receiving multiple recommendations [2][4]. Group 2: Most Frequently Recommended Stocks - The stocks receiving the most recommendations from brokerages include: - Yaji International and Qingdao Beer, each recommended by three brokerages [4]. - Dongpeng Beverage, Wanma Technology, Juhua Co., and Huhua Electric, each recommended by two brokerages [4]. - Wanma Technology saw the highest increase in May, rising over 13% to a closing price of 38.33 yuan [4]. Group 3: Preferred Sectors - Brokerages suggest focusing on sectors likely to experience upward movement, including technology, consumer goods, and large financials, as well as petrochemical, chemical, and non-ferrous cyclical sectors [6]. - China Bank Securities emphasizes three main investment lines: consumption, technology, and dividends, highlighting the growth potential in the technology sector supported by policy and industry development [6][7]. - ZheShang Securities recommends shifting focus from high-performing technology sectors to underperforming large financials and dividend stocks to manage portfolio risk [6]. Group 4: Investment Strategies - Donghai Securities outlines three main strategies for June: 1. Long-term focus on domestic demand and technology [7]. 2. Short-term emphasis on consumption over investment, particularly in sectors benefiting from fiscal stimulus and urban renewal [7]. 3. Balanced allocation strategy, suggesting to buy undervalued sectors like petrochemical, chemical, and non-ferrous metals [8].

今天的文章分享一篇大佬林园的近期观点。 近日，林园在多次线上交流节目上，分享了其当下对于A股市场、红利股息、食品饮料、AI、黄金、巴 菲特减持等宏观与热门板块的研判观点。 总体来看林园依然乐观看好市场，认为现在是A股非常好的买点，这是他入市以来几十年最好的投资时 机。 对此，证星研究院整合了其近期多个访谈的部分观点（4.24、5.27），分享给大家。 以下为概括内容： 1.谈及市场：预判美联储降息；将投资股息资产 谈及市场，林园判断，美联储可能已经进入降息尾声。 他们判断美联储接下来会积极降息，直到正常范围，据他们测算正常范围是1%，目前是5%以上，至于 什么时候降息，相信不会太远。 谈及关税，林园认为，美国提出了对等关税，也有其合理性存在。 中国确实存在商品生产过剩，原因是过去超过十年的时间，一直都是产能提高、效率提高，再加上资金 的涌入。基本上，中国的东西是买不完。 这种形式会影响到国外，因为中国生产的东西太便宜，太优质，性价比非常高。美国总统提出了对等关 税，本质是让中国的东西在美国也不好卖。这会产生一些矛盾。 所以他认为，特朗普提出这些东西，实际上对中国去产能是有好处的。长远来说，对中国的经济也是非 ...

Group 1 - The A-share market opened lower on May 29, with the CSI A500 index initially declining but then rebounding [1] - The A500 index ETF (159351) fell by 0.41%, while stocks like Zhangqu Technology rose over 8% [1] - The A500 index ETF has seen a net inflow of nearly 200 million yuan on May 29, marking seven consecutive trading days of inflows, totaling over 650 million yuan [1] Group 2 - The A500 index ETF closely tracks the CSI A500 index, which selects 500 stocks representing strong market capitalization across various industries [1] - According to Zhongtai Securities, there is an expectation of a turning point in foreign capital allocation to A-shares, benefiting from global capital rebalancing [1] - The performance of RMB assets has been superior this year, with AH shares outperforming US stocks, and the RMB remaining stronger than the USD [1] Group 3 - Everbright Securities indicates that ongoing policy support and the resulting profit effect will likely enhance market valuations [2] - The current valuation of the A-share market is near the average since 2010, with potential for further increases due to policy initiatives and inflows from profit-taking [2] - The focus for investment should be on technology growth and consumer sectors [2]

Group 1 - The market is expected to experience a volatile adjustment, ultimately closing with a small gain, creating a false impression of a rally [1] - Historical data indicates that similar patterns occurred last year, where the market showed a surge before a downward trend, suggesting that the current low points are gradually rising [1] - Key support levels are identified at 3300 points and a stronger support at 3310 points, indicating a cautious approach to trading [1] Group 2 - The market experienced a weak rebound driven by positive news, but the current trading volume of around 1.2 trillion is insufficient to maintain the index above 3300 points or push towards 3400 or 3500 points [2] - The strength of market consolidation is weakening due to strict regulations, leading to a withdrawal of funds from concentrated positions, which is seen as a necessary risk release for future opportunities [2] - The market outlook for June is challenging, and it is advised for new investors to prioritize capital safety over chasing quick profits [2]

5月29日，A股市场收盘。经过40多天的坚持，我们于前天将仓位从满仓减至仅剩一成仓。然而，就在 我们以为成功逃顶时，市场却在今日出现了意外的反转。大盘在上午10:30确认了上涨信号，市场开始 放量，我们随即在10:30至11:30期间陆续加仓，将仓位从一成重新增加到八成。下午，尽管指数运行平 稳，但多数股票，尤其是图中的黄线，持续上扬，平均股价也呈现出节节攀升的态势。最终，几乎所有 指数都收出了一根光头阳线，两市量能较昨日放大了近1800亿，全天量能重新回到1.2万亿上方。同 时，平均股价的量能也时隔多日重新收复了20日均量线，这表明市场情绪有所修复。尽管如此，今日盘 面仍存在两个隐忧。首先，尽管指数表现良好且量能放大，但全天并未出现分时级别的快速放量，量能 是一点一点堆积上去的。这说明全天进场的主要是零散资金，而非持有大量仓位的机构。因为机构进场 时，量柱会迅速放大，而今天并未出现这种情况。这表明今日的普涨并未得到大资金的认可，也为明日 市场埋下了隐患。其次，尽管全天放量接近1900亿，但市场量级仍维持在1.2万亿左右。1.2万亿的量级 难以持续支撑4000只个股普涨。因此，如果明日没有大机构进场托盘，市场 ...

我觉得今天的放量大阳线更多地体现了一种避险意愿的下降。你看昨天晚上黄金大跌，30年国债也大 跌，这当然和大洋彼岸的消息有关，关税战是不是要结束了？但我对那边的消息永远保持一份谨慎和冷 静的态度。从本质上讲，我们的市场还是在走独立行情。调整到位了，缩量到位了，主力筹码反复震荡 到位了。前面我反复说过，只要市场连续缩量在1万亿左右跌不动了，那基本上就该放量往上走了。 3400点以下这个位置没什么风险。但如果你想直接突破3400，那还需要天时地利人和。 所有人都在等待市场回补缺口的时候，市场却选择了直接向上突破，这再次证明了A股唯一的确定性就 是不确定性。今天早上的视频里，我们提到今天市场可能会有修复，但我也没想到会是这样一根放量大 阳线。那么，这是否意味着行情直接反转？是否酝酿出了新的主线呢？ 那么，新的主线的酝酿，我要说的就是今天下午直接高潮的数字货币。为什么我说它有可能走出新的主 线？其实是因为它是和大盘反转的节点共振。这样的板块，又有这么强的上涨力度，可以高看一眼。不 过，我不是让你去追高。有两个思路：第一个思路是等这种直接高潮的板块，明天回调出低点，跌不动 的时候去低吸博弈。它套了今天高开追高的人之后，割 ...

摘要 1、今天，A股终于迎来反攻，创业板指涨超1%，有近4500只个股上涨，即将到来的6月会怎么走？ 2、 美联邦法院阻止特朗普4月2日关税政策生效。如果关税被叫停，对A股影响几何？ 3、 上天天基金APP搜索【777】注册即可 领98元券包 ， 优选基金10元起投！限量发放！先到先得！ 真话白话说财经，理财不说违心话 --这是第1357 篇白话财经- - 今天，A股终于迎来大反攻，三大指数集体收涨，创业板指涨超1%，个股有近4500只上涨。 （图片来源：东方财富APP，统计截至2025/5/29，不作投资推荐） 两市成交额放量明显，为1.19万亿元，盘面上，计算机、软件、汽车等板块领涨。 分析人士认为， 在政策组合拳持续发力下，A股市场的投资属性不断增强，中长期配置价值凸显。当前市场风险偏好明显提升，投资者可采用"红利底仓 +小盘成长"的哑铃配置策略。 关税被"叫停"，A股反攻 对于今天市场的反弹，主要是受到了 关税被"美国国际贸易法院"叫停的消息影响。 当地时间5月28日，美国国际贸易法院阻止了美国总统特朗普依据《国际紧急经济权力法案》而宣布的关税政策生效，标志着 美国此前于4月2日宣 布征收的10%基础 ...

消息面上，美国一家联邦法院周三裁定，美国总统 "对等"关税超越了他的权力。法官们表示，美国总 统的关税命令"对所有人都是非法的"，全球关税和报复性关税令超越了法案授予总统的任何通过关税来 管理进口的权力。法官们下令取消受到质疑的关税，并永久禁止其运作。 5月29日，A股市场高开高走，市场风险偏好全面提升，A500指数走势较强。A500ETF（159339）过去 20个交易日日均成交额2.51亿元，市场热度较高。 A500指数成份股中，德赛西威涨超10%，君实生物-U、光启技术涨超7%，广电运通、康龙化成、华海 药业涨超6%，天孚通信、凯莱英涨超5%，其余成份股积极跟涨。 A50指数成份股中，药明康德、航发动力涨超4%，立讯精密、智飞生物、紫光股份、科大讯飞涨超 2%，汇川技术、北方华创涨超1%。 A股核心资产代表，"A股的标普500"：A500ETF（159339）跟踪的A500指数以不足A股市场10%的成份 股数量，覆盖全市场63%的总营收和70%的总净利润，或是大家长期布局我国资本市场高质量发展趋势 的有力工具。 各行业超级龙头，"漂亮50"：A50ETF基金（159592）跟踪的A50指数布局各行业超大 ...

Group 1 - A-shares' three major indices collectively rose on May 29, with the A500 Index ETF (159351) increasing by 0.63% and a total transaction amount of 1.176 billion yuan, indicating active trading [1] - The A500 Index ETF has seen a net inflow of over 459 million yuan over the past six trading days, with a year-to-date share growth rate exceeding 15%, ranking first among similar products [1] - The A500 Index ETF closely tracks the new benchmark index, the CSI A500 Index, which selects 500 stocks representing strong market capitalization across various industries, balancing large-cap stocks while covering core leading assets in the A-share market [1] Group 2 - According to Shenwan Hongyuan, the outlook for June 2023 suggests that without significant catalytic events, only certain niche industries will exhibit good prosperity, and a balanced allocation remains an important strategy [2] - The analysis emphasizes the importance of maintaining a defensive position based on macro narratives while also suggesting that thematic trading could be enhanced even without strong catalysts, as historical data shows that June is a significant period for thematic trading [2]