策略周报：政策利好逐步落地及经济修复下，短期如有震荡回撤也是上行中的洗盘

Group 1 - The report indicates that the A-share market is expected to experience upward momentum supported by policy implementation and economic recovery, despite potential short-term fluctuations [2][19][21] - Recent market performance has been driven by strengthened policy expectations, with the government setting a GDP growth target of 5% and increasing the fiscal deficit ratio to 4% [2][7][19] - The technology sector continues to attract significant investment, becoming a market focus, while traditional sectors like materials and engineering machinery also show strong performance [2][19][21] Group 2 - The aerospace and defense sectors are highlighted as having strong growth potential, driven by geopolitical tensions and domestic advancements in aircraft manufacturing [10][11] - The report notes a significant increase in the lithium resource reserves in Sichuan, which is expected to benefit leading companies in the non-ferrous metals sector [11] - The engineering machinery sector is projected to see increased demand due to policies promoting equipment upgrades and environmental considerations [12] Group 3 - The 6G concept stocks are gaining traction, supported by government initiatives to foster emerging industries and technological advancements [13] - The robotics industry is identified as a long-term investment opportunity, with expected growth driven by policy support and increasing demand for automation [14] - The AI sector is experiencing rapid development, with significant investments anticipated in AI applications and related hardware, indicating a shift towards more fundamental investment strategies [15][16] Group 4 - The renewable energy sector, including battery and solar industries, is expected to rebound as demand continues to grow in line with national carbon neutrality goals [17] - The healthcare sector is also showing signs of recovery, with potential for growth driven by demographic trends and previous market corrections [18]