Group 1 - On the last trading day of May, A-shares opened lower, but sectors such as agriculture, pharmaceuticals, and ports rose against the trend, while technology sectors like semiconductors experienced a pullback [1] - The CSI High Dividend Strategy Index increased by 0.13%, with stocks like Tapa Group rising over 2%, and several others including Sichuan Road and Bridge, Zhonggu Logistics, and Shanghai Agricultural Commercial Bank rising over 1% [1] - The High Dividend ETF (563180) saw a slight increase of 0.09% with a premium trading occurrence, and it has recorded net inflows for 20 consecutive trading days, totaling over 146 million yuan [1] Group 2 - According to Everbright Securities' June strategy report, the A-share market is expected to trend upwards due to ongoing policy support and active inflows of medium to long-term funds [2] - The current valuation of the A-share market is near the average since 2010, and with active policy measures, the influx of new capital may continue to support the market [2] - Three asset allocation directions are suggested: stable assets like high dividends and gold, self-controlled industrial chains driven by the dual circulation development pattern, and long-term focus on domestic consumption due to uncertainties in overseas policies [2]