Group 1 - The A-share market sentiment has improved due to increased risk appetite, with major indices rising, particularly the ChiNext Index, which increased by 2.32% over the week [1] - Analysts expect the A-share market to remain in a recovery phase in June, supported by the easing of external disturbances and the implementation of domestic growth policies [2][3] - The market is anticipated to maintain a volatile but upward trend, with rapid sector rotation, providing structural investment opportunities for investors [2][3] Group 2 - The small-cap stocks have shown strong performance recently, but there are concerns about potential volatility due to high trading congestion and valuation deviations [3] - The trading loss indicator has declined significantly, suggesting a diminishing profit effect in the small-cap sector, which may warrant a focus on fundamental investment logic [3] - Analysts recommend focusing on stocks with improving earnings growth in the upcoming semi-annual report season, particularly within the small-cap segment [3] Group 3 - Three main investment themes have emerged: domestic consumption, technology growth, and high-margin dividend assets, which are attracting institutional attention [4] - The domestic policy focus on expanding consumption is expected to catalyze further growth, with resilient performance anticipated in sectors like home goods and food processing [4] - The technology sector is viewed as a long-term investment focus, with investors advised to wait for significant catalysts to emerge from industry trends [4]