Core Viewpoint - The market is currently in a strong phase, with a focus on whether it can rebound successfully after a recent adjustment, particularly around the 3440-point level [1] Market Analysis - The index did not continue its significant rise and closed with a small bearish candlestick, indicating a need for a minor adjustment to confirm the recent breakout [1] - As long as market volume remains around 1.5 trillion, the outlook remains bullish; however, a drop back to 1.2 trillion would suggest a more cautious stance [1] Sector Insights - Within the financial sector, there is a distinction between digital currency and internet finance, with digital currency showing resilience during index adjustments, while internet finance is closely tied to index performance [1] - The performance of stocks like 恒宝 is crucial for the continuation of capital flow into the digital currency sector, which may influence overall market sentiment [1] Solid-State Battery Sector - The solid-state battery sector is entering its third phase, with a complete low-tier lineup and some high-tier stocks facing challenges [1] - The ability of stocks like 诺德 to break through resistance levels is critical for sustaining momentum in this sector, as regulatory conditions and market sentiment will play significant roles [1]

近日，陆家嘴论坛上，央行行长首次在公开演讲中提到稳定币，代表我国金融体系建设对待加密货币态 度的重大转向。稳定币产业是链接数字资产和现实世界的桥梁。随着全球范围内各地监管政策的落地， 行业有望实现合规发展。未来应用层有望在广度和深度上不断延伸，为稳定币需求提供支撑。 金融科技ETF华夏（516100）被动跟踪中证金融科技主题指数，涵盖软件开发、互联网金融及数字货币 产业链，指数重仓股包括同花顺、东方财富、润和软件等行业龙头股，又不乏恒生电子、神州信息、恒 宝股份、东信和平、赢时胜、拉卡拉、京北方、四方精创等稳定币热门个股，稳定币含量达20.66%， 位居全市场ETF第一，场外联接基金023884/023885。 （文章来源：每日经济新闻） 6月26日，稳定币概念低开高走，金融科技板块盘中翻红，截至13点27分，稳定币含量全市场最高的金 融科技ETF华夏（516100）涨0.87%，强势四连阳，持仓股涨多跌少，信安科技20CM涨停，京北方、楚 天龙、格尔软件10CM涨停，长亮科技、新晨科技、拉卡拉等股涨幅靠前，券商ETF基金（515010）跌 1.06%。 自5月底以来，美国、中国香港陆续发布稳定币相关法案，推 ...

Market Performance - On June 25, the A-share market experienced a significant rally, with the Shanghai Composite Index reaching a new high for the year, closing up 1.03% at 3455.97 points [1][2] - The Shenzhen Component Index rose by 1.72% to 10393.72 points, while the ChiNext Index increased by 3.11% to 2128.39 points [1][2] - The total trading volume in the Shanghai and Shenzhen markets was 1.6 trillion yuan, an increase of 188.2 billion yuan compared to the previous trading day [1] Sector Performance - Key sectors that saw gains included military, securities, internet finance, and insurance, while sectors such as oil and gas, pesticides, film, and ports experienced declines [1] International Market Overview - In the U.S. market, the Dow Jones Industrial Average fell by 0.25% to 42982.43 points, while the Nasdaq Composite Index rose by 0.31% to 19973.55 points [2] - European markets also saw declines, with the FTSE 100 down 0.46%, the CAC 40 down 0.76%, and the DAX down 0.61% [2] Commodity Prices - International oil prices increased, with WTI crude oil rising by 0.85% to $64.92 per barrel and Brent crude oil up by 0.80% to $67.68 per barrel [3] Technology Developments - Xiaomi is set to launch its first AI glasses on June 26, alongside other products, indicating a push into the personal smart device market [4][5] - The brain-computer interface (BCI) technology is gaining traction, with new national standards being proposed for non-invasive medical devices, suggesting a growing market for BCI applications in healthcare and beyond [6] Strategic Initiatives - Shanghai's marine industry development plan aims to create a world-class marine innovation ecosystem, focusing on shipbuilding and marine engineering [7][8] - China is leading the development of the world's first international standard for quantum-resistant network security protocols, highlighting its commitment to advancing cybersecurity [9] Local Policy Changes - Shenzhen is gradually easing restrictions on cross-border delivery and service trade, aiming to enhance service consumption and attract foreign investment [10] Industry Insights - The tea beverage sector is experiencing a correction, with major companies seeing stock price declines, but the long-term growth potential remains strong due to market dynamics [11] - The pharmaceutical and CXO sectors are expected to benefit from policy support and innovation, with a focus on companies with strong commercialization capabilities [11]

Market Overview - The total trading volume in the Shanghai and Shenzhen markets reached 1.6 trillion yuan, an increase of 188.2 billion yuan compared to the previous trading day [1] - The military, securities, internet finance, and insurance sectors saw the highest gains, while oil and gas, pesticides, film, and port sectors experienced the largest declines [1] - By the end of the trading session, the Shanghai Composite Index rose by 1.03%, the Shenzhen Component Index increased by 1.72%, and the ChiNext Index surged by 3.11% [1] Investment Strategy - The company has initiated a position in the reducer sector and is currently fully invested, planning to sell the liquor concept the following day based on post-market quantitative analysis [3] - Continuous evaluation of past operations is emphasized to identify areas for improvement, ensuring the investment strategy remains competitive [3] - The company plans to sell the liquor sector and buy into the deep-sea technology sector, indicating a clear and decisive strategy [6] Sector Analysis - The deep-sea economy has shown significant potential, with a notable increase in RPS (Relative Price Strength) metrics over time, indicating strong performance [7] - The deep-sea technology sector is gaining attention from policy levels, with expectations for future industrial policies and major project implementations [7] - The total value of China's marine economy surpassed 10 trillion yuan in 2024, highlighting deep-sea technology as a crucial emerging industry for economic growth [7] - The deep-sea industry has a long supply chain, contributing significantly to economic stimulation across various stages from upstream technology development to downstream application services [7]

Group 1: Market Trends - The market has shown continuous volume increase over two days and has effectively stabilized above 3400, indicating a bullish expectation [1] - The financial sector has been a significant driver of this upward movement, with notable gains in both small and large-cap stocks [1] - The index is expected to face another resistance level around 3500, but the current volume suggests a strong possibility of breaking through previous highs [1] Group 2: Internet Finance Sector - The internet finance sector experienced a significant surge, driven by positive news from the Hong Kong market, marking the first day of a potential rally [2] - There is a distinction between the performance of stablecoins and broader internet finance stocks, with the latter showing stronger gains [2] - The stablecoin segment appears to be entering a consolidation phase, contrasting with the robust performance of internet finance stocks [2] Group 3: Emerging Sectors - The new energy sector, particularly solid-state batteries, has shown characteristics of a leading sector, meeting criteria such as high performance, strong market presence, and positive sentiment [4] - The market is currently observing a divergence in performance within sectors, with a focus on identifying stocks that can lead a recovery during periods of sector rotation [5] - The autonomous vehicle sector has also seen significant volatility, with initial gains followed by a pullback, indicating potential for future recovery [5]

Market Overview - The market continues to show a strong upward trend with increased trading volume, leading to speculation about potential adjustments in the near future [1][2] - Analysts suggest that as long as the market maintains a volume-price rise, there is no need for pessimism or excessive caution [1][2] Index Analysis - The current index structure indicates a central tendency, with a focus on moving stop-loss levels upward until a significant adjustment occurs [1][3] - The recent low point was confirmed at 3417, with a target for upward movement set at the March high of 3439 [2][3] Sector Performance - The financial sector has shown the highest gains, attributed to a brokerage firm obtaining a virtual asset license, which catalyzed a significant price increase [4][5] - Continuous large-scale increases in the financial sector may require substantial capital support, with historical trends suggesting a need for trading volumes around 2 trillion to sustain upward momentum [4] Investment Opportunities - Internet finance is highlighted as having the greatest elasticity during market fluctuations, with recent breakthroughs indicating strong performance [5] - Other sectors such as solid-state batteries and digital currencies remain promising, although high-positioned digital currency stocks may lack short-term explosive potential compared to lower-positioned stocks [5][6] Strategy Recommendations - Investors are advised to adjust stop-loss levels in line with market movements and to be cautious of potential false breakouts that could lead to declines [5][6] - The focus should remain on identifying low-position opportunities within stablecoin concepts while monitoring overall market trends for strategic adjustments [6]

大A真的是越来越给力了！ 今天大盘直接三连阳一举突破3450点，成交量更是 夸张，一下子站上了 1.6 万亿，新一轮行 情算是明明白白地启动了。 今天我们就来重点分析一下行情启动逻辑和接下来的上车机会。 再看看互联网金融股，今天也是涨势汹汹。周二大金融 + 大科技集体走强，继前一日大涨逾 4% 后， 今天互联网金融 板块再度上涨 3 .49 % 。成份股大面积飘红，其中权重个股东方财 富涨近 10% ， 同花顺大涨 14.49% ， 国盛金控、天利科技二连板，指南针等多股首板涨 停。 互金与科技交相呼应，这妥妥的牛市行情剧本，同花顺可以看做每次行情启动期的散户FOMO 股（坊间流传：遇事不决同花顺） 一、 阅兵概念强势爆发，军工板块集体狂欢 先说说这阅兵概念， 6 月 24 日国新办发布会确认， 9 月 3 日将举行阅兵，参阅的所有装备 均为国产现役主战装备，在展示新一代传统武器装备的基础上，也安排部分无人智能、水下作 战、网电攻防、高超声速等新型作战力量参阅。这消息一出来，就像一颗重磅炸弹，直接引爆 了军工板块。 从盘面来看， 6 月 25 日午后，国防军工板块延续涨势，涨幅位居全行业 ( 申万一级 ) 第 ...

Group 1 - The internet finance sector rose by 3.70%, ranking fifth among concept sectors, with 175 stocks increasing in value [1][2] - Notable gainers included LianDi Information and TongHui Information, both reaching a 30% limit up, while HuiJin Co., TianLi Technology, and ZhiNanZhen also saw significant increases of 20% [1][2] - The sector experienced a net inflow of 10.345 billion yuan, with 122 stocks receiving net inflows, and 24 stocks exceeding 100 million yuan in net inflow [2][3] Group 2 - The leading stock in terms of net inflow was DongFang CaiFu, with a net inflow of 3.747 billion yuan, followed by ZhiNanZhen and HengSheng Electronics with 673.4 million yuan and 420.0 million yuan respectively [2][3] - The highest net inflow ratios were recorded by AiJian Group, XinLi Financial, and HuiJin Co., with ratios of 40.51%, 25.01%, and 18.35% respectively [3][4] - The internet finance concept saw a total of 175 stocks increase, with notable performers including CaiFu ZhiNan, which rose by 17.84%, and YinZhiJie, which increased by 15.92% [1][4]

A股收评：沪指放量大涨创年内新高 大金融板块掀涨停潮 金十数据6月25日讯，A股三大股指今日午后放量大涨，沪指突破3月高点创年内新高，创业板指全天涨 逾3%。截至收盘，沪指涨1.04%，深证成指涨1.72%，创业板指涨3.11%；沪深两市全天成交额近1.6万 亿，两市超3700只个股飘红。盘面上，大金融板块掀涨停潮，证券、保险、互联网金融等多个细分方向 均有表现，指南针、汇金股份等多股20CM涨停。军工板块全天强势，国瑞科技20CM涨停。油气开 采、航运板块延续低迷态势，淮油股份全天一字跌停。 ...

互联网金融板块午后持续拉升，汇金股份（300368）、天利科技（300399）20cm涨停，财富趋势、同 花顺（300033）、赢时胜（300377）多股涨超10%。 暗盘资金正涌入这些股票，点击速看>>> ...