春节！史诗级利好，黄金白银暴涨，A股周二见！

Group 1: Major Events During the Spring Festival - The U.S. Supreme Court ruled that the Trump administration's large-scale tariff policy was illegal, leading to the announcement of a new 15% global tariff on all imports to the U.S. [3][25] - The Chinese Ministry of Commerce urged the U.S. to cancel unilateral tariff measures against trade partners and is closely monitoring the situation [4][26] - Reports indicate that Trump is considering initial military strikes against Iran to compel it to abandon its nuclear weapons program [5][27] - The popularity of robots showcased during the Spring Festival Gala has surged, highlighting the advancements in China's robotics industry [6][28] - OpenAI has significantly reduced its computing expenditure target to $600 billion, down from a previously announced $1.4 trillion [7][29] - Domestic AI models, particularly Zhiyu and MiniMax, saw their stock prices soar during the holiday, with market capitalization exceeding 300 billion HKD, but faced significant declines afterward [9][31] Group 2: Broker Insights and Market Predictions - CITIC Securities noted a significant expansion in AI coding capabilities, leading to a potential oversupply of code compared to physical production, suggesting a widening gap between beneficiaries and those adversely affected [11][34] - Shenwan Hongyuan highlighted concerns over U.S.-Iran tensions and the implications of the Supreme Court ruling on tariffs, predicting a mixed market response with tech sectors showing structural strengths [12][36] - Huashan Strategy anticipates a positive opening for A-shares post-holiday, with a focus on stable sectors and high-quality stocks amid ongoing geopolitical tensions [13][37] - Guojin Securities emphasized a shift in investment focus from AI to broader sectors, suggesting a recovery in global manufacturing cycles supported by favorable monetary policies [14][38] - China Merchants Securities forecasted a volatile but upward trend in the market, driven by cyclical price increases and the upcoming National People's Congress [15][39] - CITIC Jiantou recommended focusing on technology and resource sectors, particularly AI, human-like robots, and new energy, as key investment areas [16][40] - Dongwu Securities expressed optimism for A-shares, citing a favorable global market environment and the upcoming National People's Congress as stabilizing factors [17][41] - Xingzheng Securities noted a bullish outlook for A-shares, driven by global liquidity corrections and geopolitical tensions affecting oil prices [18][42] - GF Securities observed a continued bullish sentiment in non-U.S. markets, which could benefit A-shares as global risk appetite remains high [19][43] - Huaxi Strategy predicted a "red envelope" market for A-shares, driven by strong performance in technology sectors and favorable currency conditions [20][44]