Zhi Tong Cai Jing·2026-02-24 01:05Market Performance - On February 13, A-shares experienced a collective decline, with the Shanghai Composite Index falling by 1.26%, the Shenzhen Component Index by 1.28%, and the ChiNext Index by 1.57% [1] - Sectors that saw gains included film and television, paper, semiconductor equipment, and intelligent cockpit, while sectors that faced declines included photovoltaic equipment, minor metals, steel, port shipping, oil and gas extraction and services, glyphosate, rare earth permanent magnets, and chemical engineering [1] Analyst Insights - Industrial analysts from various securities firms provided optimistic outlooks for the post-holiday market. - Industrial Securities expressed confidence in a new upward trend for A-shares after the holiday, citing risk release and supportive macroeconomic factors [2] - Guotai Junan Securities noted a potential resurgence of the technology growth style, as concerns in the AI sector have eased and catalysts from robotics and large models are expected to drive growth [3] - Guojin Securities emphasized the importance of global physical assets, suggesting a shift from AI-driven investments to a broader focus on real sectors, supported by favorable conditions for the global manufacturing cycle [4]