金吾财讯 | A股三大指数早盘震荡拉升。截至午间收盘，沪指涨0.56%，深成指涨2.31%，创业板指涨3.97%。板块上看，CPO、光纤概念、光通信模块、稀土等板块涨幅居前；影视院线、啤酒概念、核力发电、医药商业等板块跌幅居前。中国银河证券认为，6月份A股可关注线索：(1)科技成长与AI产业链，受益于AI算力、国产替代、新能源安全等高景气赛道，叠加技术突破+国产化加速驱动成长，建议关注光模块/存储/半导体/新能源等。(2)资源品涨价与景气链，受益于供给收缩、地缘冲突、需求回暖，价格进入上行通道，盈利弹性显著，建议关注有色金属、煤炭、基础化工等。(3)消费升级与稳健价值链，受益于消费场景扩容、行业规范集中、多元业务对冲周期，兼具成长性与防御性，核心方向为家用电器、房地产等。
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