Group 1 - The market experienced significant gains last week, with the CSI 300 index rising by 4.18%, the Shanghai Composite Index by 3.49%, and the CSI 500 index by 3.87% [3] - The sectors that performed best included telecommunications, which ranked first, and computers, which ranked third, along with the automotive industry, which ranked fifth, indicating strong performance outside the TMT sector [3] - The industry model signals indicated an excess return of 4.34% for the week, confirming the accuracy of the previous week's predictions regarding the main board and small-cap stocks [3][5] Group 2 - Major fundamental events included the Federal Reserve's adjustment of its inflation target and Trump's mediation in the Russia-Ukraine conflict, which are expected to have positive implications for the Chinese stock market [4] - The Federal Reserve's shift towards a short-term inflation target suggests a potential for rapid interest rate cuts, which may not significantly support the U.S. economy or stock market but could lead to increased foreign capital allocation to China [4] - The active participation of retail and institutional investors in the market indicates a strong short-term bullish sentiment, with institutional fund flow indicators turning upward [5][6] Group 3 - The recommendation for the main board is to maintain a high position, as short-term capital inflows and the ongoing U.S.-China dynamics are expected to bolster A-shares [6] - For small-cap stocks, while maintaining a high position is advised, there has been a noted weakening in overall style, with large-cap stocks currently outperforming [6] - The short-term momentum model suggests focusing on the media industry as a potential area of interest [6]