中信建投：继续积极布局 回调就是良机

Group 1 - The recent local two sessions have set GDP growth targets for 2025 around 5% or 5.5%, indicating a shift towards policy expectations in the market [1] - The upcoming inauguration of Trump is seen as a positive signal for China-US relations, alongside recent US inflation data suggesting a potential peak in US Treasury yields [1] - A new round of bullish market sentiment is gradually unfolding, with recommendations for investors to actively position themselves, viewing any market pullbacks as good opportunities [1] Group 2 - Focus industries include electronics, telecommunications, non-ferrous metals, non-bank financials, banking, construction, and food [2]