分析人士：高股息板块仍受青睐

Group 1 - The core viewpoint of the articles indicates that the recent strength in stock index futures is driven by favorable domestic policies and stable performance in U.S. markets, with significant contributions from the People's Bank of China's announcement of interest rate cuts and reserve requirement ratio reductions [1][2] - The market sentiment has improved due to the easing of the U.S.-China trade situation, and trading volumes have rebounded to around 1.3 trillion yuan, supported by policy backing and industry hotspots [2] - The introduction of the "Action Plan for Promoting High-Quality Development of Public Funds" by the China Securities Regulatory Commission is expected to optimize institutional holdings and enhance alignment with performance benchmarks, which may lead to a more favorable market environment [1][2] Group 2 - Analysts predict that the resilience of the Chinese economy will be validated by recent macroeconomic data, with the Shanghai 50 and CSI 300 indices expected to rise steadily due to continued inflows from insurance funds and increased allocations by public funds [3] - The average net profit margin of the CSI 500 and CSI 1000 indices showed significant year-on-year growth in the first quarter, indicating strong performance in smaller and tech-focused companies [3] - The current focus on high-dividend stocks represented by the CSI 300 and Shanghai 50 indices is anticipated to be a key driver for market upward movement, as favorable domestic policies bolster market confidence [3]