成长股仍是优先主线

Group 1 - The performance of various industry sectors was mixed, with notable gains in the computer, electronics, non-ferrous metals, and media sectors, driven by AI application concepts and the information technology innovation sector [1] - The electronics sector strengthened due to better-than-expected performance in storage chips and expectations of expanded demand for semiconductor equipment [1] - The non-ferrous metals sector maintained an upward trend supported by the strength of precious metals, industrial metals, and small metals sub-sectors [1] Group 2 - Growth stocks remain the market's priority, although there will be some internal structural shifts, with previously hot sectors like commercial aerospace, brain-computer interfaces, and AI applications experiencing short-term pullbacks [2] - As the earnings forecast disclosure period approaches, sectors with high earnings certainty such as AI computing power construction, storage chips, semiconductor equipment materials, innovative drugs, and CXO are recommended for allocation [2] - The continuous rise in commodity prices has increased market volatility, and regulatory tightening adds uncertainty, making stock opportunities potentially more reliable than commodities, while also highlighting the need to pay attention to underperforming sectors like rare earths [2]