和讯投顾高璐明：市场维持震荡概率更高，可能面临分化预期

Group 1 - The core viewpoint indicates that the recent trade agreement between the US and EU has led to a strong rebound in global markets, but its actual impact on China remains limited, with future negotiations expected to be volatile [1][2] - The overall market trend is expected to continue upward, but short-term fluctuations are likely due to mixed external influences and internal pressures, including a slight depreciation of the currency [2][3] - Investors are advised to maintain a long position strategy established since April 9, focusing on sectors like low-position finance and technology, while being cautious of high-flying stocks that may require profit-taking [3] Group 2 - The US and EU's trade negotiations have faced challenges, with the EU announcing a €95 billion retaliation list against US goods, indicating potential negative impacts on future agreements [1] - The market is experiencing sector rotation, with commodities showing mixed performance; copper and gold prices are down while oil prices are rebounding, affecting related sectors differently [2][3] - The market's rebound strength has been stronger than expected, but the lack of significant volume increase suggests that large capital inflows are not yet evident, leading to a cautious outlook for short-term market movements [2]