【SEG】 SaaS Index Update - May 2023.pdf

Reversing from a loss in 2023 1H, but investors may demand more

Easing policies may boost trading sentiment in short term

投资策略定期报告：“Sell in May”可能被再次验证

策略周报：Sell in May？No！

China Economy: Deflation may gradually alleviate after credit loosening

May NEV likely to hit second highest in history

Luxury Industry Bi-Month Trends Focus - May&Jun

Consumer Discretionary: Sequential improvement may support re-rating

A股市场趋势月报：Sell in May?

–Earnings cut and de-rating may end here