Simon：美團今天的收盤價是101.2元，回到了100元以上。不過近幾個交易日，它的走勢相對平穩，比 較悶。從日線圖來看，整體股價處於下跌趨勢，之前的高位大概在186元左右，現在跌到100元附近，跌 幅相當大。短期來看，之前曾到過94元多，現在回到101元，看似穩妥了一些，但從長期走勢來看，跌 幅依然明顯。有投資者問100元是不是強支撐位，其實未必，支撐位可能在97.1元左右，如果跌破97 元，有可能會跌到92元，甚至根據保利加通道計算，可能會去到88元。所以如果想找低位佈局，無論是 買正股還是認購證，都需要多一些耐心，100元有可能被跌破，市場上也有投資者認為大概跌到96元左 右再入場會更合適，所以當前價位是否值得佈局，還要留意後續股價走勢。 Simon：大家好，歡迎來到今天的股市回顧，我們來看看恒生指數以及部分個股的情況。 1、恆指：看多投資者認為25860是黃金底，選擇牛證過夜，收回價25250點。也有投資者認為進入下跌 通道，指數回到25400點。尾盤入熊，收回價26347點。 Simon：首先說恆指，今天的表現多少讓大家有些失望。雖然有小幅上漲，但漲幅確實不算大。另外需 要注意的是成交量，今天繼續 ...

Group 1: Report Industry Investment Rating - No relevant content provided Group 2: Core Views of the Report - The U.S. Treasury yield curve rebounded across the board due to the better - than - expected non - farm payroll data, and the Fedwatch shows that the pricing for interest rate cuts this year is less than two times. The U.S. internal game uncertainty has increased, and the U.S. Treasury yield may still fluctuate at a high level [1][41][42] - In the domestic market, the Shanghai Composite Index has closed up for four consecutive trading days, challenging 3400 points. Core technology sectors have performed well, and micro - cap stocks have continued the valuation repair trend. Next week, the overall opportunities may outweigh the risks [1][42] - In terms of convertible bond styles, equal - weighted leads weighted, small - cap leads large - cap, high - price leads low - price, and AAA - rated bonds perform weakly while medium - and low - rated bonds perform strongly [1][42] Group 3: Summary According to the Directory 1. Week - to - Week Market Review 1.1. The equity market rose overall, and most industries closed up - From June 2nd to June 6th, the equity market rose overall. The average daily trading volume of the two markets increased by about 1011.75 billion yuan to 11856.64 billion yuan, with a weekly on - week increase of 9.33% [9] - Among the 31 Shenwan primary industries, 23 industries closed up. Communication, non - ferrous metals, electronics, computers, and basic chemicals led the gains, while household appliances, food and beverages, transportation, coal, and steel led the losses [15] 1.2. The convertible bond market rose overall, and most industries closed up - From June 2nd to June 6th, the CSI Convertible Bond Index rose 1.08%. Among the 29 Shenwan primary industries, 28 industries closed up, with 7 industries having a gain of over 2%. Media, communication, computers, household appliances, and beauty care led the gains, while building materials led the losses [18] - The average daily trading volume of the convertible bond market was 515.51 billion yuan, a decrease of 39.67 billion yuan, with a on - week change of - 7.15%. The top ten convertible bonds in terms of trading volume had an average trading volume of 104.79 billion yuan, and the first - ranked one had a trading volume of 233.31 billion yuan [18] - Approximately 90.53% of convertible bond issues rose, about 37.68% had a gain in the 0 - 1% range, and 22.95% had a gain of over 2% [18] 1.3. Comparison of stock and bond market sentiments - From June 2nd to June 6th, the weekly weighted average and median of the convertible bond and underlying stock markets were positive, and the underlying stocks had a larger weekly gain. The trading volume of both the convertible bond and underlying stock markets decreased significantly, and the underlying stock market had a larger decline in trading volume and a lower quantile level [36] - Approximately 89.71% of convertible bonds and 77.70% of underlying stocks closed up. About 40.36% of convertible bonds had a larger gain or loss than underlying stocks. Overall, the trading sentiment in the underlying stock market was better this week [36] 2. Outlook and Investment Strategies - The U.S. Treasury yield may still fluctuate at a high level due to the increase in internal game uncertainty in the U.S [1][41][42] - In the domestic market, next week's opportunities may outweigh risks. It is recommended to allocate core technology themes that have corrected significantly and focus on medium - and low - priced targets with low business uncertainty, sufficient cash, and a positive attitude towards equity investment and mergers and acquisitions [1][42] - The top ten high - rated, medium - and low - priced convertible bonds with the greatest potential for par premium rate repair next week are Qilu Convertible Bond, Chuanheng Convertible Bond, Youfa Convertible Bond, Wankai Convertible Bond, Dayu Convertible Bond, Qizheng Convertible Bond, Baidian Convertible Bond, Guangda Convertible Bond, Wantian Convertible Bond, and Jinlun Convertible Bond [1]