机构论后市丨科技行情短期可能延续；指数大概率或仍以震荡偏强为主

Group 1 - The A-share market is expected to maintain a strong oscillating trend in the short term, driven by increased market attention and the effectiveness of "stabilization funds" [1] - Focus areas include the AI industry chain, self-controllable sectors, and consumption sectors benefiting from domestic demand expansion, particularly in service consumption [1] - High dividend sectors are expected to continue attracting investment, especially in banking, coal, public utilities, and transportation [1] Group 2 - The market has recovered from previous negative impacts, but underlying negative factors have not been completely eliminated, suggesting a period of consolidation ahead [2] - It is recommended to adjust the current portfolio by reducing exposure to high-growth technology sectors and reallocating to financial, state-owned enterprises, and dividend-paying sectors [2] Group 3 - The technology sector is likely to continue its strong performance in the short term, with TMT (Technology, Media, and Telecommunications) expected to outperform the market [3] - Supportive policies and industry trends are driving the technology sector, with liquidity conditions also becoming more favorable [3] - Historical trends indicate that TMT typically shows strong performance relative to the market in May, driven by policy and industry catalysts [3]