Group 1 - The article discusses the recent market movements in May, highlighting the emergence of low-level stocks and the influence of various sectors such as robotics and automotive components [1][2] - The robotics sector, particularly the exoskeleton robots, saw significant activity due to news from popular tourist attractions adopting these technologies, leading to a surge in related stocks [1] - The automotive parts sector is identified as a potential major focus for May, especially with the news of tariff exemptions in Mexico, which is expected to benefit companies in the electric vehicle supply chain [2] Group 2 - Huawei's announcement regarding the upcoming launch of HarmonyOS computers has positively impacted related stocks, with companies like Changshan Zhaozilong experiencing renewed interest [2] - The article notes that while the robotics and Huawei HarmonyOS sectors are currently trending, the automotive parts sector is anticipated to become the main focus as more news develops [2] - The overall market sentiment is described as optimistic, with potential for further growth in low-priced, low-market-cap companies within the automotive parts sector [2]
和讯投顾郭岱岳：5月主线浮出水面，低位新龍即将诞生
He Xun Wang·2025-05-06 12:43