美國6月EIA當年布倫特原油均價預期 95.39美元/桶，前值94.85美元/桶。

East Money Securities deputy head of research Chen Guo said the Shanghai Composite has corrected from prior highs and, irrespective of external volatility, he no longer adopts a structural bearish view on A-shares. He expects index upside to materially exceed downside over the next quarter and advises actively seeking structural long opportunities. Chen says the next market phase will be more balanced; in tech he prefers selective China AI supply-chain names that meet four criteria: revenue and profit growth that won’t peak this year, market cap not overstating their industrial/economic position, H1 results likely to beat optimistic expectations, and no expected downward revision to next-year earnings. He is especially bullish on carbon-related large caps in H2 and highlights A-share and Hong Kong-listed leaders in new and legacy energy, financials and property, new consumption, and internet as candidates for systemic re-rating.

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