日本4月份出口同比增长2.0%，预估为2.5%；4月份进口同比减少2.2%，预估为减少4.2%。 ...

Group 1 - The market experienced a rebound last week, with the CSI 300 index rising by 2.00%, the Shanghai Composite Index by 1.92%, and the CSI 500 index by 1.60% [2] - A joint meeting of multiple ministries announced a new round of fiscal and monetary policies aimed at supporting the economy and the stock market, but the impact is expected to be less than last year's measures [3][4] - The recent import and export data revealed significant shocks, with exports showing a notable decline and imports experiencing an unusual surge, potentially indicating a "importing through Hong Kong" behavior [3] Group 2 - The technical analysis indicates that a right-side sell signal has been confirmed, with institutional funds continuing to flow out despite the market's rebound [4] - The overall economic impact is evident, and while policies have been implemented, their effectiveness remains uncertain, leading to a recommendation for low positions in the main board to mitigate risks [4] - The short-term momentum model suggests focusing on the banking sector as a potential area of interest [4]

德国3月季调后进口环比下降1.4%，预期0.4%；3月季调后出口环比增长1.1%，预期1%。 ...