Index differentiation throughout the day, Prev once returned to 3600 points, the gem index performance is weak, plate differentiation is obvious, the concept of degradable plastic broke out, Ruifeng high wood and other stocks rose by the daily limit, in addition, carbon neutralization continues to be sought after by funds. however, yesterday's strong performance of the brokerage, medical beauty has been adjusted, the overall plate of the plate continues to be poor. On the disk, biodegradable plastics, titanium dioxide, carbon neutralization, real estate and other sectors led the rise, while medical beauty, media, semiconductors, health care and other sectors fell in the forefront.
As of the close, the Prev index rose 0.34% to close at 3593 points; the Shenzhen Composite Index fell 0.36% to close at 14793 points; and the gem index fell 0.95% to close at 3196 points.
Oriental Securities believes that although there are signs of an upward breakthrough in the stock index, it may be difficult to get rid of the main tone of up and down shocks. This year, A-shares are difficult to have index-level opportunities, more structural, local market-based. Mainstream funds rotate rapidly in hot sectors such as consumption, medicine and cycles, and the differentiation of individual stocks in the industry plate is also obvious. The liquor sector is a good indication that the performance of leading companies is relatively poor, while some second and third-line liquor speculation signs are obvious, and the share prices of some companies have reached an all-time high.
Anxin Securities pointed out that multi-channel funds are generally expected to be a favorable time window for risk appetite before the centenary. Looking ahead, the inflection point of risk appetite may indeed be formed in late June, but it is more critical to note that the liquidity environment is more critical, while the core concern is the external: when the US bond interest rate will pass 2%, whether it will reach 2.5% and the Fed's tendency. By ignoring inflation for now, the Fed is leaving the pain of a sharp turn to the future and ease to the present. At present, A-shares will be in an upward band, focusing on early oversell, benefiting from liquidity and risk appetite of pre-brokers, military industry, and post-growth stocks.
Shanxi Securities believes that as the capital side continues to improve, the future high-boom consumer and technology plates still have a strong attraction, and the overall market will continue to show a concussive upward trend driven by the relevant plates. Science and Technology Innovation Board, who is recommended to pay attention to the more concentrated science and technology topics, can focus on the leading targets with higher bargaining power within the plate.
Soochow Securities pointed out that after the adjustment in the first quarter, the market has basically maintained the W-shaped shock trend in the past two months, and the medium-term rising pattern of the market has not changed. And in the short term, the two cities present the situation of weight protection theme singing, the overall market to do more sentiment is higher, the opportunity is greater than the risk. In the current market environment, investors are advised to grasp the rhythm of low suction and high selling and pay attention to the structural opportunities brought about by plate rotation.

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