周末两大消息刷屏！A股明天见

Market Overview - The A-share market experienced a general rise on Tuesday, followed by three days of fluctuations, with the average stock price stabilizing above the 60-day moving average for the first time since the significant drop on April 7 [1][3] - A total of 4,582 stocks rose during the week, marking the second-highest number of gainers this year, only behind the week of January 13-15 [3] Policy and Economic Signals - Positive policy signals were conveyed during a press conference on May 7, emphasizing "stabilizing the market and expectations," which reassured investors [3] - Institutions noted that the negative impacts from the previous tariff wars have been mitigated by a combination of policies, funds, and the inherent stability of the capital market [4] International Trade and Relations - Ongoing high-level economic talks between China and the U.S. began in Geneva, with both sides seeking to clarify future market trends [5][6] - Despite a 21% year-on-year decrease in exports to the U.S. in April, China's total exports grew by 8.1%, with exports to non-U.S. markets increasing by 13% [6] Monetary Policy - The People's Bank of China announced a commitment to maintaining reasonable growth in financing and monetary supply, alongside implementing a moderately loose monetary policy [10] - The State Administration of Foreign Exchange reported a current account surplus of 1.1885 trillion yuan in the first quarter of 2025, with a goods trade surplus of 1.7053 trillion yuan [11] Sector Performance - Various sectors showed significant performance, with the commercial aerospace, military informationization, and general aviation sectors leading with gains of 13.05%, 12.87%, and 12.85% respectively [23] - The technology sector is expected to continue its strong performance, with recommendations to invest in areas such as AI, robotics, and military technology [27] Investment Strategies - Analysts suggest maintaining current positions while adjusting the portfolio structure, favoring sectors with limited previous gains such as finance and state-owned enterprises [24] - The market is anticipated to experience a rotation among technology, consumer, and dividend sectors, with small-cap growth stocks expected to outperform [25][26]