“HALO”概念出圈，可关注哪些板块？

Market Overview - The equity market saw a collective rise in major indices last week, with the Wind Micro Stock Index leading at an increase of 2.83% [2][6] - The bond market experienced a collective decline in both short and long-term interest rates, with the 10-year government bond yield decreasing by 0.51 basis points to 1.788% [10] - The commodity market indices also rose, with the Nanhua Commodity Index increasing by 3.56% and COMEX gold rising by 4.24% [13] Equity Product Allocation Strategy - Event-driven strategies include focusing on sectors related to the "HALO" concept, such as new energy materials and semiconductor themes, with specific funds recommended [2][16] - The overall asset allocation strategy suggests a balanced core with a barbell approach, emphasizing dividend stocks and technology/high-end manufacturing [19][21] - Recommended funds for dividend value style include Anxin Dividend Select and Huaxia Smart Pioneer, while technology growth style funds include Jiashi Frontier Innovation [24] Stable Product Allocation Strategy - The analysis indicates a net withdrawal of 461.4 billion yuan in the central bank's open market operations, maintaining a balanced monetary policy [26] - The LPR remains unchanged, with the one-year LPR at 3.0% and the five-year LPR at 3.5% [26] - Recommended products include short-term bond funds and "fixed income+" funds to enhance yield while managing risk [27][28]