周五（6月6日），全球航空业ETF收涨2.92%，区域银行涨2.51%，银行业ETF涨2.21%，能源业ETF、生物科技指数ETF、可选消费ETF、金融业ETF、网络 股指数ETF涨1.88%-1.24%，科技行业ETF涨0.94%，半导体ETF涨0.57%表现倒数第三。 | SYMBOL $ | PRICE $ | CHANGE $ | %CHANGE $ | LOW $ | HIGH & | PREVIC | | --- | --- | --- | --- | --- | --- | --- | | ENERGY | 632.77 | +12.32 | +1.98 ▲ | 624.89 | 634.23 | | | COMMUNICATION SVS | 363.86 | +6.73 | +1.88 A | 361.1 | 364.68 | | | CONS DISC | 1,706.39 | +27.5 | +1.64 ▲ | 1,698.25 | 1,713.12 | | | FINANCIALS | 851.38 | +10.23 | +1.22 ▲ | 847.47 | 853.48 | | | ...

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].

能源业ETF则收跌0.15%，半导体ETF跌0.29%。 | 行业ETF √ | 当前价 ◆ | 涨跌幅 ÷ | 成交量 ÷ | | 总市值 $ 年初至今 # | ੇ | | --- | --- | --- | --- | --- | --- | --- | | 医疗业ETF ... | 133.09 | +2.63 (+2.02%) | 1287.67万股 | 254.69亿 | -2.88% | 그 … | | us XLV | 132.90 | -0.19 (-0.14%) 盘后 | | | | | | 生物科技指 ... | 121.16 | +1.92 (+1.61%) | 105.11万股 | 96.20亿 | -8.28% | 0 ... | | us IBB | 121.16 | 0.00 (0.00%) 盘后 | | | | | | 公用事业ET ... | 82.18 | +1.19 (+1.47%) | 1003.23万股 | 119.30亿 | +9.35% | 디 | | us XLU | 82.18 | 0.00 (0.00%) 盘后 | | | | | | 日常消费品E ... ...

Core Viewpoint - The U.S. stock market opened with mixed performance among major industry ETFs, with healthcare and biotechnology ETFs rising nearly 1%, while energy ETFs fell close to 1% [1] Industry Summary - **Healthcare ETF**: Current price at $131.42, increased by $0.96 (+0.74%), with a trading volume of 1.58 million shares and a total market value of $25.15 billion, down 4.10% year-to-date [2] - **Biotechnology Index ETF**: Current price at $120.06, up by $0.82 (+0.69%), with a trading volume of 99,650 shares and a total market value of $9.53 billion, down 9.11% year-to-date [2] - **Energy ETF**: Current price at $85.01, decreased by $0.60 (-0.70%), with a trading volume of 1.36 million shares and a total market value of $21.29 billion, up 0.02% year-to-date [2] - **Global Airline ETF**: Current price at $22.61, increased by $0.10 (+0.47%), with a trading volume of 121,200 shares and a total market value of $712.06 million, down 10.83% year-to-date [2] - **Technology Sector ETF**: Current price at $234.00, decreased by $0.45 (-0.19%), with a trading volume of 604,400 shares and a total market value of $74.43 billion, up 0.81% year-to-date [2] - **Financial Sector ETF**: Current price at $51.30, increased by $0.02 (+0.04%), with a trading volume of 3.65 million shares and a total market value of $57.10 billion, up 6.53% year-to-date [2]

美股盘初，主要行业ETF涨跌不一，能源业ETF跌超1%，可选消费ETF跌近1%，公用事业ETF涨超 1%。 | 目选股票 | 自选基金 自选组合 | | | | | 10 | | --- | --- | --- | --- | --- | --- | --- | | 行业类 V | 当前价 ÷ | 涨跌幅 * | 成交量 ^ | | 总市值 ; 年初至今 ; | 0 | | 能源业ETF - ... | 84.22 | -1.02 (-1.20%) | 114.04万股 | 210.92亿 | -0.91% | = == | | us XLE | | | | | | | | 可选消费ET ... | 214.01 | -2.10 (-0.97%) | 19.37万股 | 268.80亿 | -4.35% | n … | | us XLY | | | | | | | | 半导体ETF --- | 245.87 | -2.12 (-0.85%) | 43.87万股 | 29.06 乙 | +1.53% | 금 … | | us SMH | | | | | | | | 医疗业ETF - ... | 127.79 | ...

| 行业类 V | 当前价 ÷ | 涨跌幅 ÷ | 成交量 ÷ | | 总市值 = 年初至今 = | 0 | | --- | --- | --- | --- | --- | --- | --- | | 半导体ETF - ... | 248.30 | +2.74 (+1.12%) | 71.48万股 | 29.35 亿 | +2.53% | | | us SMH | | | | | | | | 全球科技股 ... | 85.42 | +0.70 (+0.82%) | 5259股 | 11.96亿 | +0.79% | ( ) ... | | us IXN | | | | | | | | 科技行业ET ... | 234.27 | +1.65 (+0.71%) | 41.43万股 | 745.11亿 | +0.93% | [] *** | | us XLK | | | | | | | | 网络股指数E ... | 252.16 | +1.48 (+0.59%) | 11836股 | 167.43亿 | +3.70% | [] ... | | us FDN | | | | | | | | 生物科技指 ... | 1 ...

点击图片▲立即试听 " 商业从来不仅是 ' 生意 ' ，我们在财报数据里读到的，其实是人的意志，是一群人面对不确定世界所做的选择与坚持。 " 文 / 巴九灵（微信公众号：吴晓波频道） 一份大考卷，交出了经济的新线索。 5月初，A股和港股上市公司2024年的年报披露已经收官，它们 既是对过去一年的集中回顾，也是一份面向未来的线索汇总。 我们梳理了这份覆盖面极广又复杂的"成绩单"，其中提炼出几个值得留意的信号： ◎ 市值前500的企业平均市值为1483亿元，较2023年增长了241亿元，马太效应加剧； ◎ 半导体以19.3%的营收增速领跑二级行业； ◎ 超七成上市公司实现盈利，净利润规模前十名多为金融巨头； ◎ 各行业人均薪酬约20.27万元，较2023年小幅上涨； ◎ 在一众出海的上市企业里，表现最亮眼的"选手"来自日常消费零售赛道，境外业务营收同比增长163.8%。 或许，这些数据在2025年的当下看，显得略有些"过时"，但企业的增长从来不是孤立事件，它既回应了过去，也指向了未来。 今天的文章，我们将从 市值、营收、净利润、员工数量、人均薪酬、研发投入、海外收入 七个维度出发，对A股和港股共计6000+家上市 ...

美股盘初，主要行业ETF普涨，半导体ETF涨超1%，可选消费ETF、全球航空业ETF涨近1%。 | 行业类 V | 当前价 * | 涨跌幅 ÷ | 成交量 ÷ | | 总市值 = 年初至今 = | | | --- | --- | --- | --- | --- | --- | --- | | 半导体ETF --- | 224.70 | ↓ +2.75 (+1.24%) | 29.13万股 | 26.56亿 | -7.21% | (j ... | | us SMH | | | | | | | | 可选消费ET ... | 203.21 | +1.77 (+0.88%) | 17.97万股 | 255.24亿 | -9.17% | ( ) ... | | us XLY | | | | | | | | 全球航空业E ... | 22.01 | +0.19 (+0.87%) | 10.03万股 | 6933.15万 | -13.18% | = == | | US JETS | | | | | | | | 能源业ETF - ... | 82.31 | +0.70 (+0.86%) | 97.01万股 | 206.14 ...

| 行业类 v | 当前价 ÷ | 涨跌幅 ◆ | 成交量 # | | 总市值 = 年初至今 = | 0 | | --- | --- | --- | --- | --- | --- | --- | | 区域银行ET ... | 56.16 | ↑ +0.65 (+1.17%) | 78.68万股 | 46.87 亿 | -6.33% | [] ... | | us KRE | | | | | | | | 可选消费ET ... | 201.33 | +2.24 (+1.13%) | 99362服 | 252.88亿 | -10.01% | [] *** | | us XLY | | | | | | | | 能源业ETF - ... | 81.41 | +0.86 (+1.07%) | 77.63万股 | 203.87 亿 | -4.22% | ( ) == | | us XLE | | | | | | | | 银行业ETF - ... | 52.41 | +0.53 (+1.02%) | 33907股 | 40.57 Z | -4.84% | = == | | us KBE | | | | | | | | 全球 ...

周三（5月7日），半导体行业ETF收涨2.05%，全球航空业ETF涨1.49%，科技行业ETF涨1%。 可选消费ETF、医疗业ETF、全球科技股指数ETF至少涨0.71%，生物科技指数ETF反弹0.67%，金融业ETF、银行业ETF、区域银行ETF至多涨0.59%。 网络股指数ETF则收跌0.28%。 | SYMBOL # | PRICE $ | CHANGE + | %CHANGE + | LOW # | HIGH # | PREVI | | --- | --- | --- | --- | --- | --- | --- | | CONS DISC | 1,585.98 | +15.94 | +1.02 ▲ | 1,570.72 | 1,594.57 | | | TECHNOLOGY | 4.198.36 | +37.7 | +0.91 A | 4,123.43 | 4,219.42 | | | HEALTH | 1,576.66 | +12.68 | +0.81 ▲ | 1,565.76 | 1,581.26 | | | FINANCIALS | 822.44 | +5.05 | +0.62 A | 81 ...