策略专题：2025年两会政策信号和A股主线线索-科技为矛，内需为盾

Group 1 - The core viewpoint of the report emphasizes that the policy signals from the Two Sessions indicate a focus on stabilizing economic growth while enhancing domestic demand and technological advancement, particularly in AI and modern industrial systems [2][11][12] - The report outlines a GDP growth target of around 5% and a CPI growth target of approximately 2%, reflecting a cautious approach to economic management [12] - The internal demand policy aims to boost consumption through specific actions, with a focus on enhancing consumer spending and supporting sectors like automotive and home appliances [13] Group 2 - The report highlights the importance of the capital market, stating that measures will be taken to stabilize both the real estate and stock markets, which is crucial for maintaining investor confidence [15] - A review of the A-share market indicates a pattern where the market tends to rise before the Two Sessions, experience volatility during, and recover afterward, with a focus on sectors supported by policy [16][22] - The report identifies key sectors for investment, including technology (AI, robotics, communication, and semiconductors) and consumer-driven industries, suggesting a dual focus on technological growth and domestic consumption [16][19]