W110市场观察：低贝塔、低估值等防御型风格占优

Market Performance - The Northbound Heavyweight 50 index led the market with a weekly return of 0.68%[13] - The overall market momentum remains high, with style and sector rotation speeds still elevated[19] Sector Analysis - The healthcare sector outperformed, achieving an excess return of 2.59% over the All A index[22] - Energy sector leaders also significantly exceeded industry benchmarks, with a return of 1.08%[22] Investment Style - Defensive styles such as low beta and low valuation are currently favored, with the low beta index returning 0.86%[27] - Low valuation indices showed relative strength, with the low valuation index returning 0.33%[27] Thematic Trends - The Rural Revitalization 100 index led thematic investments with a return of 2.11%[29] - The Medical Beauty index also performed well, returning 1.80%[29]