十大机构看后市：大多数产业主线没有明显过热迹象，行情仍有空间，依然可以加仓，科技仍是牛市主线

Group 1 - The major indices have shown significant increases, with the Shanghai Composite Index rising by 3.82%, the Shenzhen Component by 4.40%, and the ChiNext by 3.89% [1][16] - Most industry main lines are not showing obvious overheating signs and remain in a position where accumulation is possible [2][17] - The A-share ROE is expected to rise for the first time in five years after 14 consecutive quarters of decline, which is a prerequisite for stabilizing valuations [2][17] Group 2 - The spring market is characterized by a lack of major downside risks, with only short-term adjustments expected after sufficient market performance [3][18] - The market is likely to continue its upward trend, with a focus on technology as the main line of the bull market [5][20] - The current market structure shows a significant increase in trading volume, indicating sustained market activity [29] Group 3 - The upcoming policy catalysts, including the review of the 14th Five-Year Plan and potential improvements in Sino-US trade relations, are expected to stabilize market expectations [4][19] - The market is experiencing a "rotation + broad rise" state, with small-cap growth indices performing particularly well [7][22] - Investors are advised to focus on sectors such as AI applications, traditional consumption benefiting from policy support, and undervalued real estate [21][24] Group 4 - The short-term market may continue its upward trend, with significant inflows into sectors like robotics and commercial aerospace [8][24] - The commercial aerospace sector has shown strong capital inflows, although it is currently at a historically high trading density [8][25] - The overall market sentiment is improving, supported by macroeconomic factors and policy measures [28][29]