小微盘占优，现金流成长涨近 2%——W111 市场观察

Market Performance - Non-fund heavy positions led the market gains, with a weekly return of 1.21% for non-fund heavy index[15] - The healthcare sector outperformed, exceeding the overall market benchmark by 2.26%[23] - Small and micro-cap stocks showed dominance, with cash flow growth increasing nearly 2%[10] Market Sentiment - As of May 29, 2025, the market sentiment score was 47.53, indicating a moderate level of market sentiment[30] - The rotation speed of styles and sectors remains high, suggesting active market dynamics[10] Thematic Trends - Digital currency and medical beauty indices were the leading themes, with the digital currency index showing a return of 8.42%[29] - Essential consumer sectors demonstrated significant excess returns, with essential consumer dividends outperforming by 4.86%[29]