四大证券报精华摘要：5月6日

Group 1 - A-share market is expected to experience a volatile recovery in May, with a focus on structural opportunities, particularly in technology growth and domestic consumption [1][6] - The performance of A-shares is likely to improve post-holiday, driven by a rebound in global markets and a decrease in tariff impacts [2][6][7] - The automotive sector is seeing various promotional activities, with some models offering discounts exceeding 50,000 yuan, which may stimulate consumption in the second quarter [3] Group 2 - Over 74% of listed companies in the Shanghai and Shenzhen markets reported profits for 2024, indicating resilience in corporate performance [4][13] - The financial sector achieved a net profit of 2.7 trillion yuan in 2024, reflecting a 10.3% year-on-year growth [4] - The net inflow of funds into ETFs has reached approximately 270 billion yuan this year, highlighting their role in stabilizing the market [5] Group 3 - The trend of data assets being included in financial statements is accelerating, with the number of participating companies increasing from 17 to 92 and the disclosed scale rising to 2.495 billion yuan [11] - More than 40 A-share companies are planning to list in Hong Kong, driven by policy support and the attractiveness of the Hong Kong market [12] Group 4 - Recent institutional research has focused on export-oriented companies and their strategies to cope with external pressures, emphasizing the importance of core competitiveness [10] - The overall revenue of A-share listed companies reached approximately 72 trillion yuan in 2024, reflecting a steady improvement in performance [13]