中金：料A股节后或整体平稳 AI和人形机器人板块有望成为结构亮点

Group 1 - The core viewpoint of the articles highlights the steady growth in domestic travel and consumption data during the Lunar New Year holiday, with a focus on the performance of AI and robotics sectors post-holiday [1] - The report suggests that A-shares may remain stable after the holiday, with particular attention on growth sectors such as AI and humanoid robotics, which are expected to be structural highlights [1] - The report recommends focusing on several areas, including the AI technology sector, which is anticipated to enter the industrial application phase by 2026, and opportunities in light modules and cloud computing infrastructure, particularly in domestic markets [1] Group 2 - The articles advise attention to supply-demand issues nearing improvement or policy support in sectors like chemicals, aquaculture, and new energy [2] - There is a long-term trend of institutional investment in high-dividend stocks, with a focus on companies with strong cash flow, low volatility, and dividend certainty [2] - Highlighted sectors for annual report performance include gold, TMT benefiting from AI growth, and non-bank financials [2]