模型提示市场情绪指标进一步回升，红利板块行业观点偏多——量化择时周报20250430

Group 1 - The core viewpoint of the article indicates that market sentiment is recovering, with a model perspective leaning towards bullishness as the sentiment index rose to 0.8 as of April 30, following a continuous upward trend for eight trading days since the low on April 18 [2][3] - The A-share market continues to show signs of sentiment recovery, with notable improvements in the main buying power indicator and price-volume consistency indicator, both of which have increased scores compared to the previous week [3][4] - The model suggests that sectors such as beauty care, public utilities, banking, and oil and petrochemicals have short-term bullish signals, while most other sectors, including real estate, retail, and construction decoration, have seen significant declines in short-term scores [13][14] Group 2 - The model indicates that the overall market continues to favor large-cap and value styles, although there is a short-term strengthening trend in growth and small-cap styles [15][16] - The main funds have seen a net outflow from the Sci-Tech Innovation Board, with a cumulative net outflow exceeding 2.72 billion RMB over three trading days, indicating a shift in investment focus [8][10] - The recent trading volume for the entire A-share market was approximately 1.2 trillion RMB on Wednesday, showing stability compared to the previous week [5]