世界人形机器人运动会召开在即，应如何布局？

Market Review - The equity market saw most indices rise last week, with the North Certificate 50 index showing the largest increase of 3.13% [5][6] - The bond market experienced an overall pullback, with the 10-year government bond yield rising by 4.42 basis points to 1.679% [11][12] - The fund market reflected a positive trend, with the equity fund index and secondary bond fund index both rising, while the long bond fund index saw a slight decline [14] Equity Product Allocation Strategy - Event-driven strategies include focusing on the first humanoid robot sports event in Wuxi, with recommended funds such as Huaxia Intelligent Manufacturing Upgrade A (016075) and Jiashi Technology Innovation (007343) [18] - Asset allocation strategy suggests a balanced core and barbell strategy, emphasizing dividend and technology sectors, with recommended funds including Anxin Dividend Select (018381) and Huaxia Innovation Frontier (002980) [21][22] Stable Product Allocation Strategy - Market analysis indicates a net withdrawal of 475.1 billion from the central bank's open market operations, leading to a tightening of the funding environment [24] - April inflation data showed a slight decline, with CPI down 0.1% year-on-year and PPI down 2.7% [24][25] - The social financing scale at the end of April was 424 trillion yuan, reflecting a year-on-year growth of 8.7% [25] Key Focus Products - Recommended products include Nord Short Bond (005350) and Guotai Lianan Medium and Short Bond (016947) for core strategies, while satellite strategies may include fixed income + funds like Anxin New Value (003026) [30]