Core Viewpoint - The A-share market experienced significant fluctuations on April 7, influenced by multiple factors, but institutional investors remain optimistic about future market trends, viewing the current situation as a strategic opportunity for mid-term positioning [3][19]. Group 1: Market Performance - On April 7, A-shares saw a collective decline, with over 100 stocks rising against the trend, indicating active participation from northbound funds and institutions [2][4]. - The agricultural sector stood out with stocks like Beidahuang and Dunhuang Seed Industry hitting the daily limit, with Beidahuang achieving a trading volume of 2.617 billion yuan and a net buy of 50.04 million yuan from northbound funds [5][6]. - Xiangcai Co. announced a stock swap merger with Da Zhi Hui, resulting in a 7.87% increase in its stock price, with a total trading volume of approximately 2.66 billion yuan [6][8]. Group 2: Institutional Activity - Institutions actively bought into several stocks despite the market downturn, including New Yisheng and Weichai Power, with significant trading volumes and net purchases reported [12][14]. - New Yisheng saw a 20% drop but still had a trading volume of 3.028 billion yuan, with northbound funds and institutions net buying a total of 1.83 billion yuan [12][13]. - Weichai Power experienced a 1.36% increase with a trading volume of 2.178 billion yuan, where institutions net bought approximately 921.14 million yuan [9][10]. Group 3: Strategic Insights - Analysts suggest that the recent tariff adjustments will not undermine the "confidence reassessment bull market," and the current market conditions present a mid-term strategic opportunity [18][19]. - The focus is on sectors with low correlation to tariffs, which may benefit from improved liquidity and supportive policies, emphasizing the importance of domestic consumption and technology growth [19][20]. - Investment recommendations include defensive assets such as gold, innovative pharmaceuticals, and growth-oriented dividends, with a gradual approach to positioning in technology sectors as market conditions stabilize [20][21].