美元近期走势与诸因素相关，但这些因素合力相互抵消，故美元走势平稳。在利率走向方面，市场对美 联储年内降息次数的预期有所减弱，目前已减弱至"年内仅降息一次"。在美国国内政局方面，因美国国 内与抗议相关的新闻扰动较多，该因素又构成美元压力。在美国与包括中国在内的各贸易对手谈判方 面，相关消息颇为中性。 周三稍晚，美国将公布重要数据（5月CPI），若数据意外大起大落，不排除当前美元的盘整局面瞬间 被打破的可能。 多数个股上涨，稀土、游戏、能源金属、保险、汽车零部件、证券、贸易行业、非金属材料、珠宝首 饰、有色金属板块涨幅居前，日用化工、医药、电信等少数板块下跌。 导致周三A股上涨的利好消息主要与中美贸易谈判取得进展相关，中美相关官员已结束了在伦敦为期两 天的会谈，贸易谈判相关消息面的不确定性已在很大程度上得到缓解。 周三中午，人民日报表示，伦敦时间6月10日，商务部国际贸易谈判代表兼副部长李成钢在伦敦谈到中 美经贸磋商机制首次会议时表示，中美双方进行了专业、理性、深入、坦诚的沟通。双方原则上就落实 两国元首6月5日通话共识以及日内瓦会谈共识达成了框架。稍早美国商务部长卢特尼克也曾表示，美国 和中国已经达成落实日内瓦 ...

（原标题：和讯投顾陶亚威：反攻3400点，谣言不攻自破） 昨天跟大家说过不要慌，指数肯定还要再次冲击3400点的，结果今天早盘立马就实现了。和讯投顾陶亚威分析，昨天引发市场暴跌的小作文今天 也是不攻自破。中美第二次谈判已经达成了初步的一些成果，主要的成果分三方面，第一，咱们放开稀土，他们那边放开半导体设备的出口限制 和一些非高端技术的出口限制，但是 AI芯片和光刻机依然保持力。第二关税90天的这个延期，到期了之后有可能会再进一步的延长，这个就打消 了场外资金的很多顾虑。啊因为一直以来很多场外资金在这个位置他不敢去进场的，主要原因就是90天到期了之后，他害怕再出现像4月份的那种 情况。第三8月12号之前，中美可能会再次开启第三轮谈判，争取全面的达成一个协定，一劳永逸地解决目前这个关税的问题。那么再回到今天的 市场，虽然整体缩量1,700亿，但是全天维持在3400点之上，表现的很稳健，板块方面呢抱团基本上已经是全面瓦解了，大家看一下年化，今天低 开直接被摁在地板上，以及可供核聚变都出现了非常严重的负反馈，所以抱团这一块已经不能再玩了。 大家一定要注意，资金进攻的方向呢主要有两个，一个是连续火了两天的稀土板块，而且 ...

智通财经6月11日电，美股稀土板块盘前下挫，USA Rare Earth跌约5%，稀土材料生产商MP Materials跌 约6%。 ...

美股稀土板块盘前下挫，美国稀土有限公司USA Rare Earth跌约5%，稀土材料生产商MP Materials跌约 6%。 ...

今天继续走修复行情，不过可惜的是量能不是很足，成交额只有1.29万亿，离1.5万亿还差一口气。和讯 投顾邓攀分析，这几年看一下量能不能放出来，啊那么短线情绪来说，今天高标全线跌停，昨天已经提 示过大家了，短线先不要去做了打板的对不对？先观察一周再说，啊希望大家躲过了这一波的杀跌，那 么板块方面整体板块轮动节奏极快啊非常非常快，早盘仅有小盘股中的汽车零部件板块展现了一定的持 续性，成为了短暂的市场焦点，那么午间的话情绪开始做切换，下午轮动到新消费、IP经济以及稀土板 块相关的一些板块在开始接力，那么这些板块都没有太强的延续性，到了下午之后就开始走弱了。那要 反映出来市场还是缺乏核心主线，而且还是缺乏信心的，资金难以形成一个稳定的合力，只能够在不同 的板块做一个快速的轮动，那么现在就就是在等一条新的主线产生，谁都不知道下一个会炒什么，所以 说只能做跟随，那么没有主线的话，咱们还是看业绩预增的板块，那么最近分红的标的是非常多的，高 送转这个板块大家我觉得可以去关注一下，很久没有去炒了啊这个板块。 我总结一下，今天走反包行情，美中不足的是没有量，说明市场信心不足，板块间的轮动非常快，那么 现在可以埋伏有业绩的标的，等 ...

Group 1 - The market index showed a strong recovery today, reversing the previous day's losses, but there was a divergence between market sentiment and the index performance [2][3] - High-profile stocks in the market experienced a collective decline, indicating that current market sentiment is not favorable for trading [3][4] - Digital currency remains a promising sector with potential for sustained performance, as highlighted in previous analyses [2][3] Group 2 - Financial stocks are expected to strengthen, which could positively influence the digital currency sector, aligning with the anticipated upward trend of the index [3][4] - The market is characterized by a lack of core direction, with various sectors experiencing random rotations and insufficient continuity [4] - Investors are advised to control their positions to manage drawdowns and selectively choose directions for trading, focusing on stocks with clear recognition [4]

Group 1 - The market index showed a strong rebound today, indicating a potential bottoming out, with a focus on the brokerage sector as a key support area [1] - Individual stocks are facing challenges, particularly with a leading stock hitting the daily limit down, suggesting weakness in high-position stocks [2] - The market is experiencing a divergence between multi-board stocks and the index, indicating a "scissors difference" where individual stock performance may not align with overall index trends [2] Group 2 - There are emerging low-position sectors such as securities insurance, solid-state technology, rare earths, and automotive that are showing signs of potential growth [3] - Caution is advised regarding high-position stocks, as funds may shift towards a high-low cut strategy, emphasizing the importance of understanding market leaders and selecting stocks with safety and value [3]

那对于指数来说，那么这一波操作是落袋了，而对于个股来说，昨天是我也跟他说过，昨天还有券商呢 对吧？然后今天券商集体大涨，那么符合预期，那今天是一个大涨，那干嘛一定是什么？顺着风给落袋 把利润给拿走，那现在对于我来说还剩一个段金荣，还剩一个军工，而今天下午的时候我去考虑一下， 到底是之前跟他所分享的这个稀土玩呢还是去找一个新的品种，最后考虑一下稀土这个方向还没涨完， 但是呢需要等一根阴线才能去玩，所以这个方向我还继续关注，但是今天下午的时候就搞了一个种业， 这个种业因为之前已经大涨过一波，横盘震荡了有大概有两个月的时间了，昨天是稍微有点异动，所以 说今天选择去潜伏了一波了，至于说目前来说还有哪些方向能够去玩，我觉得现在越来越少了，只能去 做潜伏，而不能去做那些已经涨幅过大的。 昨天下午急速跳水，而今天是强力的一个修复，确实是蛮强的。和讯投顾王帅分析，不过对于我们来 说，这一波的反弹我们是在5月29号一个指数型的一个进场，而昨天跌破我们自己的标准分数线，选择 去指数型的一个离场，那么这一波的利润就算吃到了，而今年再新高，那就不在我们认知范围以内了， 所以说我们是赚的是我们自己认知以内的利润。那对于指数来说，我觉得 ...

Group 1 - A-shares have firmly surpassed the 3400-point mark, with financials leading the way, indicating a potential reversal rather than a mere rebound [1][2] - The current upward trend is characterized by a significant number of bullish candles and a gradual step-like increase in prices, with the market achieving new highs for seven consecutive trading days [1][2] - The market is expected to target 3600 points, as gaps in this range remain unfilled, and a minimum of eight consecutive trading days of new highs is required to confirm the upward trend [2][3] Group 2 - The analysis suggests that if the market does not form a top pattern and maintains above the recent low of 3385, there are opportunities for further highs [3][4] - The market is experiencing a rotation in sectors, with pharmaceuticals and stablecoins showing potential for resurgence, while caution is advised against chasing high-flying stocks [4][5] - The adjustment period has lasted eight months, and the likelihood of a continued upward movement is high, especially if the market holds above key support levels [5]

Market Performance - On June 11, Hong Kong's three major stock indices all rose, with the Hang Seng Index up 0.84% to 24,366.94 points, the Hang Seng Tech Index up 1.09% to 5,451.20 points, and the Hang Seng China Enterprises Index up 1.12% to 8,865.72 points. The total market turnover was HKD 235.2 billion, with net inflows from southbound funds amounting to HKD 1.376 billion [2]. Company Highlights - China Hongqiao rose 4.61%, China Life increased by 4.58%, and BYD gained 3.83%, leading the blue-chip stocks. The expectation of asset restructuring for China Hongqiao has driven a revaluation [4]. - Bubble Mart reached a historical high, closing at HKD 269.80 with a gain of 4.25%. According to a report from CICC (Hong Kong), the company is expected to achieve a net profit of RMB 7 billion by 2025, exceeding market expectations by approximately 15% due to underestimated overseas expansion [12]. Industry Trends - The Hang Seng Industry Index showed most sectors rising, with the materials sector up 2.66%, energy sector up 1.43%, and financial sector up 1.17%. Conversely, the consumer staples sector fell by 0.92%, healthcare sector down 0.65%, and utilities sector down 0.21% [6]. - The Wind concept sectors mostly rose, with the Foxconn Index up 5.19%, new materials up 4.3%, and Chinese brokerage firms up 4.14%. The domestic retail index led the declines, down 3.41% [8]. Investment Sentiment - According to Morgan Stanley's latest report, international investors are seeking to diversify their portfolios, showing a stronger willingness to allocate to Chinese stocks due to concerns about missing out on China's technological advancements. The report indicates that there is significant room for increased investment as international exposure to China remains relatively low [10]. - CITIC Securities expressed optimism about the media and gaming sectors, highlighting that these sectors are among the best emerging consumer segments, with valuations still considered low. The firm believes that the cultural export initiatives supported by policy will further enhance growth in these sectors [20].