八连阳后怎么看？

Group 1 - The market index achieved an eight-day winning streak, with the Shanghai Composite Index rising by 0.39%. Micro-cap stocks, the CSI 100, and the SSE 50 led the gains, while the CSI 1000, Shenzhen Component Index, and ChiNext Index lagged behind [2][10] - In terms of sector performance, financials, real estate, and cyclical stocks led the market, while healthcare, advanced manufacturing, and agriculture sectors underperformed [2][10] - The market's valuation spread increased to 1.7%, indicating a divergence in valuations, with the valuation dispersion index rising by 27.7% [20][22] Group 2 - The market sentiment has cooled, with the five-dimensional market sentiment index decreasing by 48.6% to 31.9, indicating a decline in overall market enthusiasm [22] - The trading volume has decreased, with the average daily trading amount of the Stock Connect dropping by approximately 925 million yuan compared to the previous week [29][33] - The sectors showing strong bullish trends include banking, beauty care, and real estate, while sectors like computing, retail, and electronics may present alpha opportunities [26][29] Group 3 - Recent government initiatives emphasize the importance of domestic demand as a countermeasure against overseas tariffs, with activities promoting local consumption gaining momentum [5][12] - The focus on independent technology and domestic alternatives is heightened due to increasing trade frictions, with particular attention on sectors like domestic computing and national defense [5][12] - The low-altitude economy is gaining traction, with the National Development and Reform Commission emphasizing a coordinated approach to its development [4][45] Group 4 - The report highlights the potential for investment in gold and dividend stocks as defensive assets amid a market that is currently experiencing low trading activity [5][50] - The upcoming May Day holiday is expected to catalyze consumer spending, further enhancing the recovery of the domestic demand sector [5][50] - The report suggests that the education sector is poised for growth with the integration of AI technologies into educational processes, presenting investment opportunities [4][46]