Core Insights - President Trump's second term has reached the 200-day mark, with the S&P 500 and most major sectors showing gains despite volatility [1] Sector Performance - The S&P 500 has increased by 6.6% during the first 200 days of Trump's second term, compared to a 9% increase at the same point in his first term [2] - Eight out of eleven sectors, including Technology, Communication Services, Industrials, Utilities, Consumer Staples, Financials, Materials, and Real Estate, have recorded gains [2] - Communication Services is performing significantly better in the current term, while Consumer Discretionary and Health Care sectors are underperforming [4] Stock Performance - Palantir Technologies, Inc. has achieved a remarkable 160% gain, leading the S&P 500 in Trump's first 200 days [5] - Dollar General Corp. ranks second but is over 90 points behind Palantir [5] - The technology sector dominates the top performers, with seven of the top 20 best-performing stocks coming from this sector [5] - NRG Energy, Inc. has consistently delivered strong returns in both of Trump's terms, being the only stock to appear in the top 20 in both periods [6]

图 一周摘要 图 市场概况： 上周（6月2日至6月6日）A股市场整体呈现上涨态势，中小盘及成长类指数涨幅较为明显。 万得微盘领涨全部主流宽基指数，全周涨幅达3.78%，中证1000上涨2.10，中证500上涨1.60%，整体中 小盘股表现较为活跃。全周上证指数上涨1.13%，深证指数上涨1.42%，创业板指上涨2.32%。 基金表现 ： 上周万得中国基金总指数上涨 0.97% 。其中，万得普通股票型基金指数上涨 1.90% ，万得偏股混合型基金指数上涨 1.94% ，万得债券型基金指数上涨 0.16% 。 图 一周市场 图 行业板块： 上周Wind一级平均涨幅1.20%，Wind百大概念指数几乎全数上涨。板块方面，81%板块获 得正收益，通信、有色金属、电子相对表现良好，分别上涨5.27%、3.74%、3.60%，而交通运输、食品 饮料、家用电器则明显走弱，分别下跌0.54%、1.06%、1.79%。 基金发行： 上周 合计发行 40 只，其中股票型基金发行 22 只，混合型基金发行 8 只，债券 型基金发行 7 只， FOF 型基金发行 3 只，总发行份额 310.13 亿份。 01 全球大类资产回顾 大类 ...