如果成长高切低，应该买什么板块？

Group 1: Market Trends - The technology growth sector remains the main trading line in the market, despite a recent pullback in the tech sector[1] - The probability of a major style switch in the market is low, with the focus shifting from domestic economic factors to global liquidity, particularly the US dollar[2] - Since the policy bottom was established in September last year, the market has entered a new bullish cycle[2] Group 2: Investment Strategies - In the short term, there may be opportunities for cyclical and dividend styles to catch up, but this is more a result of market fund rebalancing rather than a fundamental shift[5] - If the growth style experiences a high cut-low rotation, sectors such as solid-state batteries, low-altitude economy, innovative drugs, storage, consumer electronics, and intelligent driving should be considered for investment[7] - The solid-state battery sector is currently undervalued, with a PE ratio at the 25th percentile of the last 10 years, and is expected to see significant developments by 2027[8] Group 3: Sector Performance - The AI sector is driving demand for storage chips, with DDR5 prices starting to rise, indicating a potential cyclical upturn[11] - The innovative drug sector is experiencing accelerated overseas expansion, with a projected total transaction volume of $63.5 billion in 2024, marking a historical high[10] - The consumer electronics sector is expected to benefit from AI-driven innovations and new product launches in March, which may catalyze demand[12]