春节之后，关注哪些重要时点？

Group 1: Market Overview - Global stock markets showed strong performance during the Spring Festival, with no major risk events, leading to high market sentiment and potential for a new upward trend in A-shares post-holiday [1][3][42] - The Korean Composite Index led gains with a 5.48% increase, while European indices also rose, and US markets experienced moderate gains. In contrast, Japan and Hong Kong underperformed [5][8] - Commodity prices generally increased, driven by geopolitical tensions in Iran, which supported international oil prices and precious metals [2][8] Group 2: Investment Strategy - The investment strategy continues to focus on a "Technology + Resource Products" dual mainline, with technology focusing on AI, humanoid robots, new energy, and innovative pharmaceuticals, while resource products emphasize precious metals, oil and petrochemicals, and basic chemicals [1][4][42] - Key sectors to watch include semiconductors, AI (optical communication, liquid cooling, electronic fabrics, high-end copper foil), machinery, non-ferrous metals, oil and petrochemicals, basic chemicals, and power equipment (energy storage, ultra-high voltage, photovoltaics, solid-state batteries) [1][4][42] Group 3: A-share Market Dynamics - Current investor sentiment remains high, with no clear buy or sell signals, and the index is expected to maintain a strong pattern with limited adjustment pressure [3][25] - Historical data shows that A-shares typically perform well during the period between the Spring Festival and the National People's Congress, with average gains of 2.74% for the Shanghai Composite Index over the past decade [3][32] - The upcoming National People's Congress is anticipated to influence market dynamics, with a focus on policy expectations and potential surprises in specific industries [3][38]