盘前必读丨国常会重磅定调银发经济；长芯博创拟收购布局光通信上游

Group 1 - The market is expected to maintain a sector rotation and a volatile upward trend in the short term [1][8] - The Chinese government is focusing on the development of the silver economy and elderly care services, aiming to enhance consumption capacity and create new consumption scenarios [2] - The cultural and tourism market in China saw a record high during the Spring Festival, with 596 million domestic trips and total spending of 803.48 billion yuan, an increase of 126.48 billion yuan compared to the previous year [3] Group 2 - Major technology stocks showed gains, with Apple up 2.24% after announcing a significant expansion of its Houston factory [5] - TSMC's stock rose 4.25%, with its market value surpassing 2 trillion dollars, reflecting a year-to-date increase of 26.94% [6] - AMD's stock surged 8.77% after announcing a deal to sell AI chips worth up to 60 billion dollars to Meta, which will also acquire up to 10% equity in AMD [6]