多家券商把脉节后A股行情，涨价仍是核心配置线索

Group 1 - The A-share market is expected to experience a positive start after the Spring Festival, with a 60% probability of the Shanghai Composite Index and ChiNext Index rising on the first trading day post-holiday [1] - Historical data indicates that the probability of market increases rises progressively over the first 5, 10, and 20 trading days after the holiday, with a trend favoring small and mid-cap stocks over large-cap stocks [1] - The technology sector, particularly in areas such as robotics and domestic large models, continues to gain traction during the holiday period [1] Group 2 - Global stock markets showed overall strength during the Spring Festival, with no significant risk events, leading to high market sentiment and expectations for a new upward trend in A-shares post-holiday [4] - The industry allocation strategy emphasizes a dual focus on "technology and resource products," with key sectors including AI, humanoid robots, new energy, and innovative pharmaceuticals [4] - Short-term market dynamics suggest that the A-share industry landscape is primarily driven by manufacturing and finance, with less impact from AI disruptions compared to US and Hong Kong markets, maintaining a favorable flow of funds and positive sentiment [4]