Group 1 - The core viewpoint of the articles highlights the active trading of the Dividend Low Volatility ETF (512890) and the supportive policies from the China Securities Regulatory Commission (CSRC) aimed at enhancing market stability and investor confidence [1][2] - The CSRC's new action plan includes 25 measures to shift the focus of the public fund industry from "scale" to "returns," which is expected to have a medium to long-term impact on the A-share market ecosystem [2] - The recent economic data, including resilient inflation and export figures, suggests a short-term favorable outlook, although the risk-reward ratio may decline, leading to a more structural market trend [1] Group 2 - The new regulations are expected to accelerate the trend towards indexation of public fund products and emphasize the performance benchmark constraints for fund products, potentially increasing allocations to low-risk equity funds and dividend assets [2] - Investment firms recommend maintaining current positions in the market while adjusting the portfolio structure, favoring sectors like large financials and dividend stocks over previously high-performing technology and growth sectors [1] - The MACD golden cross signal indicates positive momentum in certain stocks, suggesting potential investment opportunities [4]

Group 1 - The A-share market is expected to maintain a strong oscillating trend in the short term, driven by increased market attention and the effectiveness of "stabilization funds" [1] - Focus areas include the AI industry chain, self-controllable sectors, and consumption sectors benefiting from domestic demand expansion, particularly in service consumption [1] - High dividend sectors are expected to continue attracting investment, especially in banking, coal, public utilities, and transportation [1] Group 2 - The market has recovered from previous negative impacts, but underlying negative factors have not been completely eliminated, suggesting a period of consolidation ahead [2] - It is recommended to adjust the current portfolio by reducing exposure to high-growth technology sectors and reallocating to financial, state-owned enterprises, and dividend-paying sectors [2] Group 3 - The technology sector is likely to continue its strong performance in the short term, with TMT (Technology, Media, and Telecommunications) expected to outperform the market [3] - Supportive policies and industry trends are driving the technology sector, with liquidity conditions also becoming more favorable [3] - Historical trends indicate that TMT typically shows strong performance relative to the market in May, driven by policy and industry catalysts [3]