【机构策略】短期A股延续震荡偏强走势

Group 1 - A-shares experienced a strong upward trend on Monday, with notable performance in aerospace, consumer electronics, communication equipment, and robotics sectors, while precious metals, jewelry, bioproducts, and electricity sectors lagged behind [1] - The net profit growth rate for A-shares is expected to turn positive year-on-year in Q1 2025, indicating significant recovery in small and mid-cap stocks, with TMT and consumer segments showing improved market conditions [1] - Short-term market outlook suggests a steady upward trend, supported by policy measures and liquidity easing, with technology growth and consumer recovery acting as dual driving forces [1] Group 2 - A-shares are likely to maintain a strong upward trend in the short term, potentially breaking through resistance levels, driven by improved fundamental expectations [2] - Key drivers for the recent strong performance include policy and liquidity easing post the "May Day" holiday, along with improved risk appetite due to easing US-China tensions and unexpected tariff reductions [2] - The low trading volume in A-shares is attributed to concerns over economic fundamentals, but the recent tariff cuts may significantly enhance institutional risk appetite, potentially leading to increased trading activity and upward momentum [2]