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]

5月29日，A股开盘，上证指数高开0.01%，深证成指高开0.03%，创业板指高开0.15%。（编辑 王 俊勇） ...

同时，公募基金自购热情持续升温。5月27日，上海东方证券资产管理有限公司发布公告称，将于近期 运用自有资金1000万元投资旗下产品东方红核心价值混合。近期，招商证券资管、安信基金、富国基金 等也宣布自购旗下产品。Choice数据显示，截至5月28日，今年以来公募自购权益类基金金额已达到21 亿元，机构用真金白银表达对市场长期价值的认可。 从新发市场来看，公募排排网数据显示，5月26日至6月1日，全市场合计有37只公募新基金启动募集， 数量创下近7周新高，且权益类基金占比超八成。 股票私募在经历4月上旬的"减仓潮"后，也逐步恢复理性。据私募排排网数据，截至5月16日，股票私募 整体仓位指数稳定在75.16%，连续6周坚守在75%上方。其中，百亿级私募仓位指数已连续2周上涨，并 且在时隔5周后，再次突破80%的仓位大关，展现出对市场机会的积极捕捉。 除公私募机构外，作为长线资金的保险资金，入市动态也备受关注。今年1月和3月，金融监管总局批复 开展保险资金长期投资第二批试点，规模共计1120亿元。5月，金融监管总局局长李云泽在国新办举行 的新闻发布会上表示，将进一步扩大保险资金长期投资试点范围，拟再批复600亿元， ...

对于后续行情，我们强调，当前市场的大周期仍然是牛市格局。从2019年4月至2020年3月的9个月时间里，市场走势与当前极为相似。对于那些正 在失去信心、看空股市的朋友，建议花5分钟时间回顾2019年至2021年的市场行情。相信通过对比，大家对当前中长期趋势的信心会更加坚定。 从短期来看，尽管我们对中长线趋势有信心，但短线指数已经全面跌破了短期趋势。因此，我们只能等待右侧进程的机会，而绝非再去贸然逢阴 线进行低吸。总归一句话，我们要对中长期抱有希望，短线则要密切等待下一次进程的机会。我们要有韧性，有信心，做好当下的事情，相信未 来一定不会亏待我们。 （原标题：和讯投顾刘文博：A股横盘震荡，指数重心下移，短线量能缺失，耐心等待变盘） 5月28日，A股市场收盘时，指数呈现横盘震荡态势，量能未能有效放大，平均股价持续走弱，个股表现不佳，有3500只个股下跌。隔夜美股的反 弹并未带动今日A股走强。尽管全天有多个板块试图带动市场情绪，包括机器人、半导体、下午的黄金以及尾盘的通信板块，但整体量能依然低 迷，盘面呈现弱势格局。 昨天下午，算力板块曾一度带动大盘收窄跌幅，成为市场的重要支撑。然而，今天算力板块表现不佳，导致市场 ...

Group 1 - MSCI announced the regular adjustment results of its global index system, with 5 new additions to the MSCI China A Index, increasing the total to 394 stocks [1] - The adjustment includes 3 stocks from the Shanghai market and 2 from the Shenzhen market, making China the largest weight market in the MSCI Emerging Markets Index [1] - Since 2025, China's economic resilience has been highlighted, with growth expected to maintain around 5%, supported by positive outcomes from US-China trade talks and ongoing domestic policy efforts [1] Group 2 - Foreign institutions have been raising their economic growth expectations for China in 2025, signaling increased investment value in the A-share market [1] - Goldman Sachs maintains an overweight rating on the Chinese stock market, raising the 12-month targets for the MSCI China Index and the CSI 300 Index to 84 points and 4600 points, respectively [1] - Nomura Securities upgraded its rating on Chinese stocks from neutral to tactical overweight, showing a positive attitude towards sectors like AI, electric vehicles, and robotics [1] Group 3 - Morgan Stanley raised target levels for major Chinese stock indices and economic growth expectations, advising investors to gradually increase their allocation to A-shares [2] - Morgan Stanley noted the rapid development of China's AI industry, which has led to a reassessment of China's innovation capabilities by global investors [2] - JPMorgan highlighted the strong performance of the MSCI China Index in 2024, with actual earnings growth reaching 16%, surpassing the initial consensus estimate of 14% [2]

A股开盘，上证指数涨0.03%，深证成指涨0.10%，创业板指涨0.24%。 ...

（原标题：和讯投顾张少华：A股指数缩量杀跌主力资金分歧，明日市场怎么推演？） 今天是5月27日，我们先回顾一下今天的盘面情况，然后分享一下明日的市场策略。 在昨日的晚评视频中，我们分享了对今天指数的观点，认为今天指数可以先按震荡来对待。原因在于， 前天5分钟级别的MACD开创了阶段性的低点。阶段性低点形成之后，5分钟结构需要攻击一次60周期移 动平行线。昨天收盘时还差一点没有攻到60周期动平线，我们预计今天会有一波上攻。然而，120分钟 结构已经形成了五浪，需要下踩60周期移动平均线。踩得越快，后面的反弹来得越快；踩得越慢，反弹 来得越慢。因此，我们先按震荡来对待。 今天上证指数的120分钟结构未完成对60周期移动平均线的回踩，而深证成指和创业板指数都已完成对 60周期移动平均线的回踩。那么，明天的指数市场该如何看待呢？ 另外一点需要注意的是，今天的资金合力效果不明确。昨天尾盘半个小时是放量助攻，主力资金抄底 的。我们之前提到，底部2~3个交易日的主力资金抄底，指数就可以攻占5日线。今天没有出现主力资 金抄底，但昨天已经出现过。如果明天再出现主力资金的抄底动作，那么到后天就可以期盼指数进攻5 日线了。 首先， ...

Group 1 - The A-share market exhibited a weak oscillation trend, with trading volume approaching 1 trillion yuan [1] - Despite a broad market rally the previous day, the rise in blue-chip stocks felt unsteady, lacking clear leading sectors and volume [1] - The market experienced a downward adjustment in the morning, which was interpreted as a necessary correction after the previous day's gains [1] Group 2 - Currently, only 10% of the blue-chip stock position remains from the entry on April 9, as it has not yet breached the holding line [2] - The recent trading period lasted over 40 days, yielding unsatisfactory results despite the challenging process [2] - The market is characterized by continued shrinking volume and downward oscillation, indicating a need for investors to wait for an ideal buying opportunity [2]

（原标题：和讯投顾刘文博：A股缩量成交10099亿，一个信号突显） 蓝筹股相信在本周剩下的4个交易日，甚至可能就在明天，行情很有可能出现大幅度波动。如果这里变 盘向上，那我们就值得期待下一波上涨；如果这里变盘向下，那么蓝筹股这次抄底可能就错了，我们也 会陆续把仓位撤出来。不管对错，最重要的是执行力，这次我做到了。但有时候，不管你再努力，行情 不给机会，可能也赚不到钱。希望大家都能够淡然面对。 今天早盘市场表现还不错，个股普遍上涨。但由于缺乏量能配合，加上权重股的走弱，10:30之后指数 快速回落。银行股带头往下砸，直接把上证指数砸绿了。今天上午最低的时候，我们的一部分仓位甚至 局部跌破了持股线。但因为11:30收回来了，所以不算有效跌破，上午我们满仓没动。下午的行情逐渐 好转，虽然指数量能没有放大，反而还在萎缩，但我们可以看到市场中的个股涨幅不断扩大，代表众多 小盘股的黄线也在不断攀升，平均股价在临近收盘时创出了今天的最高点。所以，虽然权重股表现弱， 但今天个股的韧性还是很强的。 今天市场透露出一个非常重要的信号：两市量能只有10338亿。很多人说量能还没破万亿，今天有什么 值得强调的？其实大家错了。别忘了， ...

Market Overview - The trading activity in the market has continued to decline, with the total transaction amount in the Shanghai, Shenzhen, and Beijing markets reaching only 1,033.9 billion yuan on May 26, a decrease of nearly 150 billion yuan compared to the previous day, marking a new low since April 18 [1][10] - Year-to-date, the trading volume on this day ranks as the fifth lowest for A-shares [1] Sector Performance - Among the 31 first-level sectors, only the media and banking sectors saw an increase in trading volume compared to the average levels from the previous week, with increases of 3 billion yuan and 30 billion yuan respectively [3] - Conversely, sectors such as machinery, defense, basic chemicals, and automotive experienced significant declines, with reductions exceeding 10 billion yuan [3][6] Market Capitalization Insights - Small and mid-cap stocks showed a more pronounced decline in trading activity compared to large-cap stocks, with the trading volume for indices like the CSI 2000 and CSI 1000 dropping significantly, while the Shanghai 50 and CSI 300 indices saw slight increases [6] - The North Star 50 index also experienced a notable decrease in trading volume [6] Individual Stock Activity - A total of 17 stocks recorded trading volumes exceeding 1 billion yuan compared to the previous week's average, with notable mentions including BYD, Shanghai Electric, and Wuliangye [7] - Conversely, 10 stocks saw their trading volumes drop by over 1 billion yuan, particularly in the defense and automotive sectors [7] ETF Market Trends - The overall trading volume for A-shares has been declining, with the total transaction amount falling below 1.1 trillion yuan for the first time this month, nearing the 1 trillion yuan mark [10] - The trading volume for stock ETFs and cross-border ETFs today totaled 98.38 billion yuan, marking the first day since April 29 to fall below 100 billion yuan [12] Notable Stock Performances - Despite the overall market cooling, some stocks achieved record trading volumes, with 9 stocks hitting all-time highs, including Ruichi Intelligent Manufacturing and Changfu Co [13] - Additionally, 59 stocks recorded new highs for the year, indicating pockets of strong performance amidst the broader market decline [13]