Core Viewpoint - The launch of the Beijing Stock Exchange (BSE) Specialized and Innovative Index on June 30 marks the beginning of a "dual index" era for the BSE, enhancing its market influence and providing new investment opportunities for investors [1][2]. Group 1: Index Launch and Market Impact - The BSE's total market capitalization has exceeded 800 billion yuan, with specialized and innovative "little giant" enterprises accounting for over half of this value [1][2]. - The new index will include 50 securities selected based on market capitalization and liquidity from the "little giant" enterprises, aiming to objectively reflect their operational status [1][2]. - The introduction of the index is expected to facilitate the development of index ETFs and other investment products, allowing investors to participate more actively in the BSE market [1][2][3]. Group 2: Company Representation and Investment Opportunities - The inclusion of companies in the new index signifies their high market capitalization and representativeness among specialized and innovative enterprises, enhancing their market visibility and brand image [2][3]. - The index is anticipated to guide social resources towards key sectors and strategic emerging industries, promoting innovation and development within these fields [2][3]. - Investors are encouraged to diversify their portfolios based on their risk preferences and investment goals, with the potential for public funds to be developed based on the new index [2][3]. Group 3: Future Outlook and Sector Focus - The BSE's Specialized and Innovative Index reflects its commitment to serving innovative small and medium-sized enterprises, with plans for more industry-specific indices in the future [3]. - Analysts suggest focusing on sectors such as robotics, semiconductor testing, and consumer goods, highlighting specific companies like Suzhou Axle, Audiwei, and Hualing [4].

早上来就是一个重要的事儿，美国的联邦巡回上诉法院（二审法院）批准了川普的暂停实施裁决的命令。 意思就是在二审出结果之前， 就是川普又可以继续收关税了。 昨天我也分析过了，川普是不会放弃折腾的，因为他真的需要这笔钱。而比较超预期的是这个批准暂停请 求的动作来的这么快。 这个事儿不是说就过去了，后续的法律挑战会连绵不断，最终几乎肯定会闹到最高法院，才能给个说法。 今天市场的情绪好像也主要是受这个影响，但是实际上昨天市场真的天真的认为会全面取消关税吗？ 恐怕没几个人会这么认为。 昨天市场涨，更多的是市场到了一个相对极致的位置，报团难以为继，成长股呈现了一个触底反弹。 尽管今天市场跌下去了，但这个判断其实没有发生变化，所谓抱团，尤其是指数表现不好的时候明显，其他股票跌得 越凶，他们涨得越猛，直到最后一地鸡毛。今天市场的情绪就是非常极致的反应，所有的短线，比如昨天热吹的稳定 币，基本进去就是坑，今天全部杀下来，把追着买的人全部套在山顶上。 至于情绪方面，只能安慰自己说端午节前跌完总比节后高开低走强。 拖到这么晚才发文章，主要是川普又放炮，不得不分析一下。 川普放炮大概意思是我们严重违反了当初在瑞士的协定，他也没说具体怎 ...