A股三大股指快速拉升盘中转涨，培育钻石、稀土永磁、工业金属等板块涨幅居前。

June 17 — Nomura Orient International Securities said market volatility creates a window to raise defensive dividend exposure but warned overseas macro shocks could extend the adjustment. Near term it recommends boosting dividend-yielding sectors, prioritizing banks with limited capital consumption and sustainably high ROE and dividend yields, and central SOE property leaders that benefit from faster supply-side concentration. Under its base case the recent high/low rotation is temporary; medium- to long-term A-share returns will be driven mainly by the technology theme. Within tech it favors compute hardware constrained by capacity — notably storage, optical communications, AI power systems and liquid cooling — plus supporting infrastructure such as gas turbines, and domestic compute suppliers that benefit from policy support and strong demand.

Sources say Russia plans to begin importing gasoline by sea in June to ease domestic shortages.