机构称当前市场环境下，哑铃天平略微偏向于红利资产，可借道标普红利ETF（562060）一键布局

Group 1 - The core viewpoint indicates that the market may experience a temporary "window period" as the political bureau meeting is held, and the first phase of overseas disturbances comes to an end, leading to increased cautious sentiment among investors [1] - The S&P Dividend ETF (562060) fell by 0.19% with a trading volume of 4.5277 million yuan, while constituent stocks showed mixed performance, with Shanghai Bank leading the gains and Huawang Technology leading the losses [1] - The central political bureau meeting emphasized "bottom-line thinking," which supports risk appetite, but uncertainties from overseas remain, suggesting a continued oscillating market before the May Day holiday [1] Group 2 - Future policies are expected to have a reserve to cushion the economy and will be implemented based on the degree of economic impact, allowing the market to maintain oscillation [2] - The market lacks a clear sustained main line, especially at the current market position, necessitating greater attention to event or policy catalysts [2] - The suggested investment strategy for May is a "barbell-type" allocation, with one end focusing on growth technology and the other on stable dividend assets, slightly favoring dividend assets in the current market environment [2]