马年收红包！关注黑马集中营！

Group 1 - The article highlights four major signals that are expected to support the market as it opens for the Year of the Horse, including continuous policy support, strong consumer recovery, clear industry trends, and favorable external market conditions [4][6][9] - Policy measures are focused on equipment upgrades, consumer goods exchange programs, and significant support for new infrastructure, digital economy, and renewable energy sectors, which are expected to boost economic recovery [4] - Consumer spending has shown remarkable resilience, with record box office revenues during the Spring Festival, a doubling in travel bookings, and a nearly 500% increase in duty-free shopping in Hainan, alongside over 20% growth in dining and accommodation transactions [4] Group 2 - The article notes that the global market has been performing well, with significant gains in indices such as the Hang Seng Index and the Nikkei 225, which rose over 4%, creating a positive environment for the A-share market [6][7] - Commodity markets have also seen increases, with LME copper up 4%, London silver up 3%, and Brent crude oil rising 2.3%, providing support for cyclical sectors [7] Group 3 - The investment strategy for the Year of the Horse emphasizes a cautious approach, focusing on structural opportunities rather than broad market gains, with a prediction of a stable opening and active sector performance [9][10] - Four main investment themes are identified: the AI industry chain, semiconductors and advanced manufacturing, consumer recovery sectors, and cyclical resources, with AI being the strongest focus due to its recent performance [10][11][12] - The article advises against high-risk strategies, recommending a focus on core stocks within the identified themes and careful monitoring of key indicators such as trading volume and foreign capital inflows [13][14]