应可逐步部署。

Market Performance - The Hang Seng Index and the China Enterprises Index fell by 0.9% and 1.1% respectively, with brokerage stocks retreating after a previous rise[1] - The Dow Jones dropped by 0.9%, while the Nasdaq increased by 0.2%, and the S&P 500 fell by 0.3%[2] Oil Market Impact - Concerns over oil prices arose as Trump announced Venezuela would supply 30-50 million barrels of oil to the U.S., affecting market sentiment[2] - Oil stocks declined due to these market worries[1] Automotive Sector Trends - The automotive sector showed mixed performance, with smart driving-related stocks performing well, while traditional vehicle manufacturers faced declines of 1-4%[4] - Concerns about a potential drop in car sales and renewed price wars negatively impacted the overall automotive sector[4] Semiconductor and Chip Prices - Samsung Electronics warned of a memory chip supply shortage, predicting a price increase of 60-70% for DRAM in Q1 compared to Q4 of the previous year[1] - Chip prices are expected to continue rising, benefiting companies like Huahong Semiconductor and ASMPT[1] Pharmaceutical Sector Developments - The Hang Seng Healthcare Index rose by 3.7%, driven by the innovative drug sector and favorable regulatory announcements from the National Medical Products Administration[5] - The approval of 76 innovative drugs by 2025 marks a historical high, surpassing the 48 approved in 2024[5]