相关ETF （原标题：和讯投顾周遵健：华铁岩山王者归来 算力/机器人强势反弹 常山鸿博当仁不让） 5月6日，和讯投顾周遵健分析称，明天这个方向注意了，今天指数一路上攻，题材百花齐放，算力，汽车配件、机器人、鸿蒙概念等各个板块轮 番上涨，华铁盐山诸多前期强势个股更是王者归来，常山放量晋级二板也是当仁不让，但如此刻意的营造轮动假象，却彻底的暴露出主力意图。 首先看高标鱼三今日的反馈，不知大家有没有什么疑惑，反正我是觉得在指数上涨的背景下，它却走出了一个放量烂板的走势，实在不应该该强 不强是为弱，明天要想转强缩量晋级的难度，宝哥认为有有所变大，目前它的板块效应一般，走势有些独立，更多的是资金的情绪博弈，具体明 天可看看竞价反馈如何，若低开就会加大晋级的难度，若爆量抢筹高开就是加分项，再看算力方向，今天表现强势主要的上涨逻辑，只要周末关 注了信息面应该都清楚，主要就是央视报道国家加大投入，支持长远性数据基础设施建设，所带来的数据基建长远规划，为芯片算力行业注入了 信心。因此盘面咱们看到了电光继续顶一字，华盛收t字板，并且板块内前期具备一定辨识度的华铁、大卫等等都出现了涨停，分支里面涨停家数 较多的则是叠加了数据中心的 ...

Market Performance - A-shares experienced a comprehensive rise after the "May Day" holiday, with the Shanghai Composite Index increasing by 1.13% to 3316.11 points, the Shenzhen Composite Index rising by 2.25%, and the ChiNext Index surging by 2.75% [1] - The total trading volume across A-shares reached 1.3644 trillion yuan, significantly higher than the 1.1931 trillion yuan recorded on the last trading day before the holiday [1] Sector Performance - Sectors such as controllable nuclear fusion, Huawei HarmonyOS concept stocks, superconductors, rare earths, precious metals, general equipment, and communication equipment showed relatively strong performance [1] - The banking sector was one of the few to experience a slight decline, while the tourism sector saw minor increases, indicating weaker performance compared to other sectors [1] Economic Indicators - During the holiday, 314 million domestic trips were made, representing a year-on-year increase of 6.4%, with total spending by domestic tourists reaching 180.269 billion yuan, up 8.0% year-on-year [1] - The April Caixin Services Purchasing Managers' Index (PMI) fell to 50.7 from 51.9 in March, below the expected 51.8, while the manufacturing PMI slightly improved to 50.4 from 51.2, exceeding the expected 49.8 [1] External Market Influences - The US stock market experienced a slight pullback after a series of gains, while the Hong Kong stock market saw minor increases upon reopening [2] - The offshore RMB exchange rate continued to show strength, fluctuating around 7.21, despite a slight decrease in the rate of appreciation [2] - The upcoming Federal Reserve meeting is anticipated to maintain current interest rates, with potential for rate cuts later in the year [2] Investment Outlook - The A-share market is expected to maintain a consolidation pattern, with sector focus likely revolving around tariff-related news [2] - There is a possibility of stronger fiscal or monetary policies from management, which could create investment opportunities in directly benefiting sectors [2] - Technology and consumer sectors are viewed as having more opportunities for investment this year, suggesting a strategic allocation towards these areas [2]