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Core Viewpoint - A-share market has shown positive performance recently, driven by a combination of financial policies, tariff adjustments, and better-than-expected foreign trade data, with the Shanghai Composite Index reaching above 3400 points [1][3][4]. Market Performance - During the week of May 12-16, the Shanghai Composite Index peaked at 3403.95 points, with a weekly increase of 0.76%. The Shenzhen Component and ChiNext Index rose by 0.52% and 1.38%, respectively. Key sectors such as beauty care, non-bank financials, and automotive performed notably well [1][3][4]. - The financial sector, particularly large banks, was a significant driver of the market rebound, with several bank stocks hitting new highs [3][4]. Influencing Factors - Multiple factors contributed to the recent market performance, including positive outcomes from US-China trade talks, easing of tariff tensions, and strong performance in overseas markets [4][5]. - A package of financial policies, including interest rate cuts and reserve requirement ratio reductions, has also been pivotal in supporting market stability and expectations [5][15]. Market Sentiment and Trading Dynamics - The market is currently in a rotation trading phase, characterized by rapid sector rotation and a lack of sustained momentum in market hotspots [10][12]. - Institutional investor sentiment has shown signs of recovery, while individual investor sentiment has been declining, indicating a potential for continued market fluctuations [6][7]. Sector Allocation and Recommendations - Analysts suggest a focus on technology and consumer sectors in the short term, while also considering a shift towards financials and dividend-paying stocks to manage risk and optimize returns [12][14]. - The current market environment is seen as a period of adjustment, with expectations of continued volatility as the market digests recent gains and external uncertainties [11][15].