策略周报：强美元来袭，布局市场企稳后弹性板块

Group 1 - The report highlights that the strong US dollar is currently restraining risk assets, and future market stabilization may be driven by large-cap companies in weak sectors [2][12][28] - The report indicates that the market is experiencing a narrowing focus on large-cap core companies in strong sectors, particularly in home appliances, banking, and electronics, while small-cap stocks in weak sectors show lower allocation interest [25][27][28] - The report suggests that the upcoming policies aimed at boosting consumption, particularly in the home appliance, automotive, and home decoration sectors, are expected to stimulate demand and drive performance in related industries [2][25] Group 2 - The report discusses the potential for the humanoid robot market, with Tesla's Optimus expected to enter a phase of accelerated penetration starting in 2025, drawing parallels to the development path of electric vehicles [30][31] - The report notes that major cloud service providers like Microsoft and Amazon are expected to continue high capital expenditures in data centers, which will benefit the AI computing industry chain [34][36] - The report emphasizes that the robotics sector is entering an initial stage of investment prosperity, with significant opportunities anticipated for companies involved in the supply chain of humanoid robots [30][31][36]