【公募基金】经贸会谈缓解关税紧张局势，持续关注逢低布局机会——公募基金量化遴选类策略指数跟踪周报（2025.05.11）

Group 1 - The core viewpoint of the article highlights the recovery of the A-share market after a slight adjustment, driven by multiple factors including the May Day holiday, Q1 net profit data, and expectations from the State Council's press conference [2] - The A-share market has shown resilience with the Shanghai Composite Index recovering from previous declines, while the NASDAQ has faced upward resistance after approaching local highs [2][4] - The article emphasizes the importance of adjusting investment strategies in response to market conditions, suggesting a shift from defensive to more aggressive strategies as market volatility decreases [3][4] Group 2 - The quantitative strategy configuration suggests prioritizing the stock enhancement strategy over the evergreen low-volatility strategy and overseas equity strategy, reflecting the current market dynamics [3] - The evergreen low-volatility fund strategy has demonstrated strong stability and has accumulated excess returns, making it suitable for risk-averse investors [5][11] - The stock enhancement fund strategy has shown higher elasticity in returns, indicating potential for excess performance as market conditions improve [5][13] Group 3 - The cash-enhancing fund strategy has outperformed its benchmark, indicating effective cash management for investors [6][16] - The overseas equity allocation fund strategy has recorded gains amid fluctuating market conditions, with a positive outlook for long-term growth driven by technological advancements [6][17] - The article discusses the construction of a diversified fund selection pool to meet varying investor needs in different market environments [20][22]