长假前新股交投情绪有所反复，本周可能将逐渐开启方向选择

Market Sentiment - Pre-holiday trading sentiment for new stocks has shown fluctuations, with a decline in trading willingness observed in the six trading days before the holiday, resulting in an average price change of approximately -2.5% for newly listed stocks since 2024, with only 21.6% achieving positive returns[1] - The market is expected to experience significant events during the holiday, including concerns over U.S. tariff policies, which may lead to a directional choice in trading post-holiday[1] New Stock Performance - In the past two weeks, there have been no new stock subscriptions, and the average first-day gain for newly listed stocks was 248.3%, with a first-week average gain of 206.2%[4] - The average return for newly listed stocks in the first week was -15.3%, indicating pressure on stocks with fully priced first-day valuations[4] Sector Focus - The most active sectors during the holiday period are expected to be AI, robotics, and media, which are likely to dominate market attention due to their structural activity and high investor interest[2] - New stocks in the AI and robotics sectors have shown higher trading activity, while those with previously strong performances are now facing declines[5] Upcoming Listings - One new stock, Honghai Technology, is scheduled to be listed this week, with no new stock subscriptions or inquiries expected[3] - The company has projected a revenue increase of 24.13% to 36.97% for 2024, with net profit growth expected to be between 37.52% and 47.78%[3] Investment Recommendations - Investors are advised to remain flexible and observe market trends closely, focusing on stocks with scarcity and valuation advantages in the new stock sector[1] - Suggested stocks for observation include Suzhou Tianmai, Top Cloud Agriculture, and Laplace, among others, which are considered to have potential based on their market positioning[1]