A股分析师前瞻：5月基本面和流动性双改善延续，A股节后或迎开门红
五一假期，外围市场大涨。本周券商策略分析师纷纷看好A股节后迎来开门红。
中金策略李求索团队称，考虑到目前A股整体估值不高，历史纵向及与全球主要市场的横向对比均具备较好投资吸引力，A股修复行情仍有望延续，市场机会大于风险，结合五一期间国内外环境，A股有望在节后出现“开门红”。
招商策略张夏团队分析称，5月将会延续此前经济基本面和流动性双双改善的态势，主要指数有望在二三季度再上一个新的台阶。风格层面，5-6月是传统业绩真空期，在业绩披露期结束后，渗透率低空间大的赛道和产业趋势有望重回关注，围绕AI算力、应用、低空经济、机器人等领域有望重新活跃，科技科创有望重新活跃。
中信策略秦培景团队也指出，步入5月，随着财报季落幕，政治局会议定调，美元降息预期明确，改革预期开始强化，全球资金对中国资产的配置意愿强烈，市场风险偏好显著提升，市场博弈将趋于缓和，预计A股在绩优成长、活跃主题、红利品种的三足鼎立下，5月行情将更稳更持续。
更多券商策略观点如下：
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