未知机构：继续观望等待转机国投金工杨勇20250330上期提到-20250331

Summary of Conference Call Notes Industry or Company Involved - The discussion revolves around the broader market trends and specific sectors such as environmental protection, military industry, non-ferrous metals, electronics, banking, and home appliances [3]. Core Points and Arguments - The market is currently experiencing risk signals from several broad-based indices, indicating potential volatility and adjustments ahead, suggesting a cautious but not overly pessimistic approach [1][2]. - The all-weather timing model has not yet signaled a bottoming out or bullish trend, indicating the necessity to remain observant and wait for a turning point [2][3]. - Technically, the market is in a significant daily oscillation phase, with some sectors showing signs of a 30-minute level divergence, which could indicate a potential bottom if a new 30-minute central oscillation can be established [3]. - The style rotation model indicates a convergence in market styles, suggesting that large-cap stocks may outperform in the near future, consistent with trends observed in April 2024 and beyond [3]. Other Important but Possibly Overlooked Content - There is a cautionary note regarding the risk of historical data models failing to adapt to market changes, highlighting the importance of being aware of potential model limitations [4].