中国银河证券：市场有望围绕AI产业链、反内卷、非银金融等板块轮动

Group 1 - The market is expected to rotate around sectors such as the AI industry chain, anti-involution, and non-bank financials [1] - The technology growth sector is likely to maintain high prosperity driven by the AI technology revolution and emerging industry trends [1] - The "anti-involution" concept, driven by improved supply-demand patterns and industry profit recovery, remains clear in its allocation logic from a medium to long-term perspective [1] Group 2 - Dividend assets with safe valuation margins are still considered valuable for investment [1] - The consumer sector, supported by favorable policies, presents investment value [1]