量化择时周报：模型提示价量匹配度降低，市场情绪回落较快-20250622

Group 1 - Market sentiment indicator decreased to 0.05 from 0.8, indicating a bearish outlook [3][9] - The price-volume consistency has declined, suggesting a lack of active capital and increased uncertainty in short-term sentiment [3][13] - Total A-share trading volume fell to 1.09 trillion RMB, the lowest of the month, with a daily trading volume of 87.774 billion shares [3][17] Group 2 - The small-cap value style is currently favored, but there are signs of a potential strengthening of large-cap style [3][30] - The electronic industry showed a significant short-term trend score increase of 25.00%, with banking, oil and petrochemicals, communication, and defense industries being the strongest in short-term trends [3][30][31] - The industry performance showed that oil and petrochemicals, banking, and non-bank financial sectors maintained strong gains, while beauty care, environmental protection, and automotive sectors faced significant declines [3][24][25]