开源证券：科技+周期的双轮驱动的主线仍将延续

Group 1 - The core viewpoint of the report indicates that the dual-driven main line of technology and cyclical sectors will continue during the current valuation bull market and spring excitement period [1] - The relative profitability and prosperity advantages of technology are expected to persist under the global technology supercycle resonance [1] - The cyclical industry is anticipated to benefit significantly from the backdrop of anti-involution as the main policy tone, along with expectations of marginal recovery in PPI and re-inflation trading [1]