成长科技是否迎来新一轮行情？

Group 1 - The report indicates that the recent communication between the leaders of China and the United States has released positive signals, confirming the continuation of the implementation of the Geneva Joint Statement and the removal of trade restrictions, suggesting a reduction in tariff risks [3][12]. - High-frequency data shows that the foreign trade container throughput rebounded to approximately 6.5 million standard containers by the end of May, indicating a potential recovery in exports following the joint statement [13]. - The report highlights that the growth technology sector, particularly the TMT (Technology, Media, and Telecommunications) sector, has shown strong performance recently, driven by improved liquidity and market sentiment, but warns of significant valuation pressures and limited upside potential [4][14]. Group 2 - The report identifies new consumption sectors and banking insurance as having high winning rates for investment, with opportunities emerging in various sub-sectors [4][31]. - The small-cap stock market is thriving, with significant performance in new consumption and innovative pharmaceuticals, suggesting strong investment opportunities in small-cap stocks as market liquidity remains robust [5][26]. - The report emphasizes that the banking and insurance sectors possess strong short-term demand for stable investments and long-term strategic value, particularly in the context of ongoing market fluctuations [32].