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市场缩量震荡，指数重心继续抬高。热点轮动仍较快，“边际改善”成为看点。优选“红利+”策略，关注地产、光伏持续性。行业研读：旅游。五一假期成绩亮眼，景区数据同比大增。端午小长假后接暑期旺季，景气有望延续。关注暑期客流占比高、估值偏低等投资逻辑。
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