A股策略：稳定市场信心，强势格局延续

Group 1 - The report emphasizes proactive policies aimed at stabilizing market confidence, including a 0.5% reserve requirement ratio cut and a 0.1% reduction in policy interest rates, along with a 0.25% decrease in housing provident fund rates [4] - A total of 800 billion yuan has been allocated for securities fund insurance swaps and stock repurchase loans, which is expected to enhance market participation and stabilize expectations for future policy implementation [4] - The report highlights the importance of the central government in maintaining market stability, as indicated by a 10% reduction in the risk factor for insurance companies' stock investments [4] Group 2 - The market is anticipated to regain activity with a clear structural trend, particularly in the technology sector, driven by artificial intelligence and robotics, while consumer sectors are also expected to benefit from ongoing policy support [5] - Investors are encouraged to increase their positions in the market, focusing on the technology sector, especially in areas like robotics, artificial intelligence, and smart driving, as well as consumer sectors such as home appliances and automotive [5] - The report notes that external demand may begin to impact the market in the second quarter, suggesting a likelihood of index fluctuations within a range [5]