端午之后，产业趋势关注什么？

Market Overview - The total trading volume of the A-share market last week was 1.09 trillion, a decrease of 79.4 billion compared to the previous week[9] - The Shanghai Composite Index showed a slight decline of 0.03% last week[12] Market Style Performance - Small-cap stocks outperformed large-cap stocks, with the ChiNext Index down 1.40% and the Shanghai 50 Index down 1.22%[12] - The private equity heavy positions index increased by 0.61%, marking the best performance among various participant indices[21] Sector Performance - The strongest sectors included stablecoins and autonomous logistics, while the weakest sectors were not specified in the provided data[36] - The report highlighted a potential $50 billion business development transaction by Shiyou Group, indicating strong interest in innovative pharmaceuticals[36] Investment Strategy Outlook - The focus for 2025 will be on three main strategies: promoting domestic circulation, technological self-reliance, and expanding openness[41] - Key areas of investment include consumer electronics, industrial automation, and AI applications, with a particular emphasis on new energy technologies[41] Risk Factors - Economic recovery may not meet expectations, leading to increased market uncertainty[44] - Geopolitical risks and uncertainties surrounding U.S. trade policies could negatively impact the A-share market[44]