⚠️ *Today's key focus: Tech stocks may continue to show strength, with Microsoft, NVIDIA, and other AI-related sectors benefiting from capital inflows. However, caution is advised regarding risks in Apple's supply chain and potential intraday volatility due to weak economic data. The energy sector is supported by a rebound in oil prices, while tariff exemptions may benefit domestic manufacturing. It is recommended to pay close attention to Fed policy signals and post-NFP market trends. In the short term, the market may remain volatile at high levels, with structural opportunities focused on AI, cloud computing, and defensive sectors.
✅ *Additionally, GEV—another high-quality stock shared within the PGIM Investment Group on May 1st—rose by 2% today, bringing its total gain to 2% since the recommendation. With a market capitalization exceeding $100 billion, GEV represents a classic mid- to long-term investment opportunity.*
✅ *Given the stock's stable nature and relatively moderate volatility, it is not recommended for members who prefer short-term or intraday trading strategies. For those who have already invested, we advise continuing to hold the position and patiently awaiting the realization of the company’s intrinsic long-term value.*