主力护盘个股跌，过节气氛明显！题材轮动熄火，还有哪些投资机会

Group 1 - The core viewpoint of the news is that the profit of large-scale industrial enterprises in China increased by 0.6% year-on-year in 2025, reversing a three-year decline, indicating a significant support from new growth drivers [1] - In December, the profit of large-scale industrial enterprises increased by 5% compared to the previous month, which had a decline of 13.1% [1] - The short-term A-share market is expected to maintain a stock fund game pattern, with structural characteristics remaining the main trading line, focusing on sectors with performance verification and policy support [1] Group 2 - Key sectors to watch include technology growth driven by both domestic and external demand, benefiting from the TMT and innovative pharmaceuticals [1] - Cyclical sectors such as non-ferrous metals and chemicals are expected to benefit from rising commodity price expectations [1] - Advanced manufacturing sectors like new energy and military industry are anticipated to benefit from industry demand recovery and technological upgrades [1] Group 3 - The top five sectors with net inflows include semiconductors, new energy vehicles, military industry, domestic software, and charging piles [1] - The top five concept sectors with net inflows include Huawei supply chain, artificial intelligence, domestic chips, and smart manufacturing [1] - The top ten individual stocks with net inflows include Liou Co., Kunlun Wanwei, Changxin Bochuang, Tianfu Communication, China Shipbuilding, Tebian Electric, Taicheng Light, Xiechuang Data, Zhaoyi Innovation, and Blue Ocean Yuncai [1]