华为新品“兆瓦级超充”将发布，如何抓住投资机会？

Market Review - The equity market showed mixed performance last week, with the North Certificate 50 index rising the most by 3.48%, while the Shanghai Composite Index increased by 1.19%, and the CSI 300 by 0.59%. However, the Sci-Tech 50 and ChiNext indices fell by 0.31% and 0.64% respectively [4][5] - Among the 31 sectors, financial and real estate sectors collectively rebounded, with banks up by 4.04% and real estate by 3.40% [4][5] Equity Product Allocation Strategy - Event-driven strategies include focusing on the humanoid robot marathon in Beijing, with related funds such as Huaxia Intelligent Manufacturing Upgrade (016075) and Jiashi Technology Innovation (007343) [11][14] - The upcoming Huawei event on April 22, 2025, regarding its intelligent electric and charging network strategy, presents investment opportunities in funds like ICBC Ecological Environment (001245) and Huaxia New Energy Vehicle Leader (013395) [16][17] Asset Allocation Strategy - The overall allocation strategy suggests a balanced core with a barbell approach, focusing on dividend and technology sectors. High dividend assets are highlighted as having significant allocation value due to the low interest rate environment [17][18] - The technology growth direction is emphasized due to national policy support and the global trend towards artificial intelligence, which enhances the investment value of technology innovation companies [18] Stable Product Allocation Strategy - The analysis indicates a net injection of 233.8 billion in the central bank's open market operations, maintaining a balanced and loose funding environment [22] - The first quarter GDP growth exceeded expectations, with a year-on-year increase of 5.4%, reflecting the resilience of the domestic economy [22] - The issuance of general and ultra-long special government bonds is scheduled, indicating ongoing government support for the economy [22] Key Focus Products - Recommended products include short-term bond funds like Nord Short Bond (005350) and Guotai Lianan Medium and Short Bond (016947), with a focus on maintaining a balanced risk profile [25][27] - The report suggests considering convertible bonds for their dual characteristics of debt and equity, which currently show good allocation value [22][25]