A-share market opening express | A-share market opening mixed, Shanghai index down 0.17%, fiber optics, communication equipment and other sectors are active.

The three major stock indexes of A shares opened mixed, with the Shanghai Composite Index down 0.17% and the Growth Enterprise Index up 0.82%. On the market, the fiber optics, communication equipment, and CPO sectors were active, while precious metals, coal, and electric power sectors were leading the declines. Institutional Views on Future Market Orient: The technology sector leads the market higher, with the stock indexes showing a trend of consolidation and upward movement, and the Shanghai Composite Index is expected to recover lost ground. Orient believes that in the next few trading days, with the two styles of "chasing light" and "high and low cutting" gradually separating winners and losers, the tone of A shares in June is expected to be confirmed, still centered around the technology sector, which is also our consistent view. In the short term, the short-term disturbances brought by overseas geopolitical conflicts have been overcome, especially the technology sector leading the market higher, and the stock indexes still show a trend of consolidation and upward movement, with the Shanghai Composite Index expected to recover lost ground. EB SECURITIES: The market still has upside potential, and high prosperity is still the core of allocation, focusing on the export chain and other sectors. EB SECURITIES believes that the market style and industry segmentation recommended for the June market may mainly lean towards "weak reality, strong emotion" scenario, corresponding to the growth style. In terms of industry allocation, under the growth style, focus on national defense military industry, computer, communications, electronics, non-ferrous metals, and power equipment. Founder: The current market index is in a weak recovery phase, with a focus on new quality productivity and pro-cyclical direction in allocation. Founder believes that the AI sector has significantly increased volatility, but the logic of medium to long-term industrial prosperity has not been shaken, and the market index is likely to continue its weak recovery this week. The unlocking scale of the June market is rising, coupled with the potential fund siphoning effect brought by large IPOs, which may further exacerbate short-term market volatility. The probability of a comprehensive style change in the market this year is low, and structural market trends will continue, with a recommendation to focus on core targets with strong certainty of performance realization and clear prospects for high prosperity. This article is reprinted from "Tencent Stock Selection", edited by GMTEight: Feng Qiuyi.