策略周报：科技主线重燃，二次上行可期

Group 1 - The core viewpoint of the report emphasizes the resurgence of the technology sector, suggesting a potential second upward movement in March, particularly in AI and related fields [2][3][8] - The report highlights that the Chinese government has reiterated its commitment to stabilizing the real estate and stock markets, which is expected to maintain a supportive trend due to ongoing policy efforts [3][7][8] - The report notes a decrease in the average daily trading volume of A-shares to 17,009.27 billion yuan, down by 2,906.59 billion yuan from the previous week, indicating a slight decline in market activity [3][8][16] Group 2 - The report indicates that the release of the new AI model GPT-4.5 by OpenAI has sparked industry interest, although its performance has not met expectations, reinforcing the narrative of a shifting competitive landscape in AI [3][8] - It mentions that the A-share market indices have shown a recovery trend, with major indices rising for three consecutive days, reflecting a restoration of confidence in the capital market [3][8] - The report suggests that the technology sector will continue to outperform, with a focus on opportunities in AI, robotics, computing power, TMT (Technology, Media, and Telecommunications), and consumer electronics [3][8]