【招商证券：5月市场可能会呈现“权重指数回升，科技成长活跃”的格局】金十数据5月5日讯，招商证券研报表示，展望5月，市场可能会呈现“权重指数回升，科技成长活跃”的格局。从目前的经济数据来看，市场担心关税冲击对出口产生负面影响，但是财政资金准备充裕，能够在出口下行时进行对冲，经济未来仍然以稳为主。年报及一季报披露结束，上市公司盈利增速迎来久违的上行拐点。而且由于经营流量净额大幅改善，资本开支下滑，自由现金流拐点确立，奠定A股整体向上的方向。业绩披露期结束后，市场会积极地在业绩改善的行业进行投资标的布局，而进入业绩真空期后，新产业趋势方兴未艾，产业趋势投资和主题投资在当前环境下有望回归。由于汇金发挥类平准基金作用，市场向下调整空间不大，将会强化风险偏好，融资余额有望回归。
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