华金证券：春季行情主升时行业如何轮动

Group 1 - The core viewpoint of the report is that the spring market rally is expected to favor technology growth and certain cyclical industries, suggesting a focus on these sectors in the short term [1] - The report highlights commercial aerospace and brain-computer interfaces as potential main themes for investment during the spring market rally [1] - The commercial aerospace sector is projected to have significant growth potential, with the space economy expected to reach a scale of $1.8 trillion by 2035, driven by policy support and global industry trends [1] - The brain-computer interface market is also anticipated to expand continuously, supported by strong policy backing [1]