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Recently, various brokerage firms have successively announced their June gold stock portfolios. From an industry perspective, the electronics sector is most favored by institutions, ranking first in the number of recommended individual stocks; the mechanical equipment and power equipment sectors have also received a lot of attention. In terms of individual stocks, Ningde Times and SMIC were jointly recommended by many brokerage firms. Regarding the June market trend, several brokerage strategy teams believe that the technology circuit is still the main line in the medium term, but short-term momentum may cool down. It is recommended to balance the allocation of positions and part of the profit from the bag, and also to lay out sectors such as dividends and consumption.

智通財經·06/01/2026 00:01:14
語音播報
Recently, various brokerage firms have successively announced their June gold stock portfolios. From an industry perspective, the electronics sector is most favored by institutions, ranking first in the number of recommended individual stocks; the mechanical equipment and power equipment sectors have also received a lot of attention. In terms of individual stocks, Ningde Times and SMIC were jointly recommended by many brokerage firms. Regarding the June market trend, several brokerage strategy teams believe that the technology circuit is still the main line in the medium term, but short-term momentum may cool down. It is recommended to balance the allocation of positions and part of the profit from the bag, and also to lay out sectors such as dividends and consumption.