周预测：5月开门红？未来百倍消费股

Market Outlook - The Shanghai Composite Index is close to the rebound target of 3319, with expectations for a potential upward movement in May after filling the gap [1] - Concerns about profit-taking after gap filling are present, but a sideways consolidation before the holiday is seen as normal [1] - The market is anticipated to open positively in May, with a likelihood of continued upward movement after gap filling [1] Economic Indicators - The April PMI has dropped to 49, raising concerns, but it is suggested that this may lead to more fiscal and monetary policies being introduced [1] - The trade war is expected to yield positive news moving forward, as tariffs exceeding 100% are deemed ineffective [1] Sector Analysis - The Hang Seng Technology Index has filled its gap and is beginning a new round of rebound, indicating a similar potential for the Shanghai Composite Index [2] - Emphasis is placed on consumer and technology stocks during the holiday period, highlighting the need for value investment to adapt to changing consumer habits [2] Investment Strategy - The focus is on identifying "hundred-fold consumption stocks" in the new consumption era, moving away from traditional investments in real estate [2][3] - The rise of pet consumption is noted, with companies like Zhongchong Co., Ltd. seeing significant stock price increases [3] Technical Analysis - Predictions for the market from May 6 to May 9 indicate support levels at 3200 and 3250, with resistance at 3380 [4] - The strategy emphasizes holding stocks for potential gains, particularly in sectors like consumption, healthcare, and technology [5] Portfolio Management - A balanced approach is recommended, with 80% of investments in technology and 70% in healthcare and consumer sectors to ensure stable profits [5]