行情上，昨天市场高开高走，三大指数全线上涨，整体维持震荡向上的反弹结构。指数上，沪指重新站 上60日均线这一牛熊分界线，后续多空双方或将围绕该点位仍展开争夺；创业板指强势收复10日均线， 成交金额放量超1300亿，但当前越来越接近前高压力区，若量能无法连续递增，短线再度经历震荡与反 复的概率依旧不低。整体上看，昨天轻松突破3900点，也进攻到3920的阻力位，经过了两轮验证，3800 点附近有一定技术支撑。观点仅供参考，投资有风险，入市需谨慎。 机构观点方面，华泰证券指出，上周，随着美国经济数据与日央行加息等关键事件落地，市场先前担忧 的不确定性基本已成过去式，全球流动性预期有所改善、风险偏好有所回暖——全球股市走出先抑后扬 的修复行情，商品市场中金属品类表现突出。不过临近年底考核，机构投资者情绪仍相对谨慎，上周市 场整体呈现缩量格局，且择时模型对大盘维持震荡判断。我们依然维持"轻指数、重结构"的观点，建议 逢低着眼春季躁动行情的左侧布局。方向上推荐：(1) 行业层面：贵金属、汽车、计算机、传媒、房地 产；(2) 风格层面：看好小盘风格，建议规避高位大盘股，优先从低位板块中寻找机会。 长江证券资深投资顾问刘浪 ...

Group 1 - The A-share market has shown fluctuating risk preferences due to the recent Iran-Israel conflict, with major indices experiencing a rebound after initial declines [1][2] - As of June 24, the A-share market saw a strong rebound, with the Shanghai Composite Index rising by 1.15% to 3420.57 points, surpassing the 3400-point mark for the first time in a month [2] - Economic data from May indicates positive trends, including significant growth in retail sales and strong investment in manufacturing and infrastructure, although internal credit demand remains weak [2][3] Group 2 - External geopolitical issues have a short-term impact on market sentiment but are not the key determinants of A-share performance [3] - A joint guideline issued by six Chinese government departments aims to support and expand consumption, proposing 19 key measures to enhance consumer capacity and optimize the consumption environment [3] - The Shanghai Composite Index faces resistance from previous high points, suggesting a cautious approach for investors focusing on structural opportunities rather than index performance [3]