压力得以释放，消费股还有大机会！

Group 1 - The tourism market during the May Day holiday was exceptionally vibrant, with impressive consumption data, yet consumption stocks underperformed compared to technology stocks [1] - The average consumption per person during the holiday was 574 yuan, slightly up from 566 yuan in 2024 and 603 yuan in 2019, indicating a trend towards budget travel with fewer shoppers [2][3] - Suggestions to improve consumption include implementing flexible vacation systems and adding spring and autumn breaks for schoolchildren, which could encourage family travel and spending [4] Group 2 - Stock price movements are influenced more by institutional fund dynamics than by direct news, with institutions often taking advantage of retail investors' reactions to market news [5] - Recent trends show that many consumption stocks have exhibited signs of selling, as some funds have exited the market early, leading to price declines despite positive news [5][6] - The key to sustained stock price increases lies in continuous institutional fund participation, which can be tracked through unique data reflecting institutional trading activity [8][10] Group 3 - The number of stocks with continuous institutional fund involvement is close to 3,000, with a notable increase in institutional inventory data over the past 6 to 10 days, reaching a one-month peak [13]