投资策略：中观数据与盈利预测指向哪些行业景气？

Group 1 - Recent macro data indicates a positive trend for the semiconductor industry, with April sales in China showing a year-on-year increase of 14.4%, marking a significant improvement compared to previous periods [1][18]. - The white goods sector, particularly Midea Group, has demonstrated strong revenue and performance growth, with a 45% increase in revenue from new energy and industrial technology, likely influenced by the consumption upgrade policy [3][35]. - The gaming industry is experiencing varied performance among companies, with some achieving growth through overseas expansion and new game launches, while others focus on cost control [4][39]. Group 2 - The precious metals sector is benefiting from rising gold prices, which have positively impacted company profits, as indicated by the performance of leading firms in this industry [3][34]. - The home goods industry has seen profitability improvements primarily due to cost control measures, with companies like Gujia Home and Qumei Home reporting reductions in labor and material costs [3][36]. - In the beverage and dairy sector, companies such as Miaoke Landuo and Beiyinmei have reported improved profitability, driven by product structure optimization and revenue growth [3][38]. Group 3 - The leisure food industry has shown significant upward revisions in profit forecasts, indicating strong growth potential [2][30]. - The motorcycle and other sectors are experiencing revenue growth driven by increased sales of various products and an optimized revenue structure [4][30]. - The non-metal materials sector has also seen positive performance, attributed to the rise in both volume and price of prebaked anodes [6][30].