公募基金量化遴选类策略指数跟踪周报（2025.06.08）：海内外权益组合持续回升，逢低布局机会值得关注-20250610

Group 1 - The report indicates that the A-share market has resumed an upward trend after experiencing fluctuations and short-term adjustments in May, with technology growth sectors like semiconductors and communications rebounding [2][3] - The report highlights that the overseas markets are recovering as the U.S. tariff stance has softened, leading to a significant reduction in tariff risks, although short-term uncertainties remain [4][6] Group 2 - The report presents a quantitative strategy allocation view, ranking strategies as follows: equity enhancement strategy > evergreen low volatility strategy > overseas equity strategy [3] - The evergreen low volatility fund strategy has shown strong performance, with a weekly return of 0.688%, and has effectively reduced portfolio volatility while maintaining decent returns [5][11] - The equity enhancement fund strategy recorded a weekly return of 1.023%, indicating potential for excess returns as market conditions improve [5][11] - The overseas equity allocation fund strategy has accumulated high levels of excess returns since its inception, benefiting from the global technology growth driven by artificial intelligence [19][27]