申万宏源：现阶段更加看好科技板块布局机会

Core Viewpoint - The press conference held by the State Council Information Office reflects the policy goal of stabilizing the capital market, which is beneficial for maintaining short-term risk appetite and overall activity in the A-share market, particularly favoring opportunities in the technology sector [1]. Group 1: Financial Policy and Market Stability - The introduction of a package of financial policies aims to support market stability and expectations [1]. - The timing of the press conference indicates a proactive approach to stabilize the capital market [1]. Group 2: Sector Analysis - According to the first quarter reports, both the consumer and technology sectors show strengthened expectations for growth [1]. - In April, structural opportunities within the consumer industry were highlighted, while the technology sector continues to experience a phase of adjustment [1]. - The consumer sector currently exhibits a relatively high profit effect, whereas the technology sector is at a relatively low level [1].