Group 1 - The main point indicates a potential shift in market dynamics, suggesting that May will enter a new cycle as the third task of the protective phase is nearing completion [1][2] - The market experienced a mixed performance with a slight decline in the morning followed by a rebound, where small-cap stocks outperformed despite a drop in the PMI index [1] - The overall market volume reached 1.5 trillion, with a net outflow of 4.7 billion, indicating a significant movement of funds, particularly in the banking sector which saw an outflow of 1.9 billion [1] Group 2 - The concept of "MLP" related to AI applications is highlighted, with a focus on enhancing the efficiency of artificial intelligence through machine learning [2] - The market saw a strong performance from technology giants and consumer electronics, while defensive sectors like real estate and insurance faced declines [2] - The main tasks of the market's protective phase included recovering lost ground, proving resilience, and restoring investor confidence, with the latter still under observation for potential volatility [2]
和讯投顾郑伟：变盘信号来了，5月要彻底进入新的周期
He Xun Cai Jing·2025-04-30 13:20