Group 1 - The report indicates that the new stock market is experiencing increased volatility due to overseas disturbances, but there are still potential structural opportunities within specific sectors [1][2][12] - The average decline of new stocks listed since 2025 is approximately -3.3%, with only about 17.0% of these stocks showing positive returns, a significant drop from the previous week's 75.8% [1][29] - Despite the current market challenges, there is an expectation for structural activity in the new stock sector, particularly as external policies and events are anticipated to increase in March [2][12] Group 2 - The report highlights that the focus remains on sectors with long-term growth potential, such as AI, commercial aerospace, and energy exports, suggesting that investors should seek out sub-sectors with higher elasticity to new developments [3][12] - The upcoming new stocks include MiRui Technology, which is involved in the development and sales of intelligent network cameras and IoT video products, indicating a focus on technology-driven sectors [4][38] - The report suggests a flexible investment approach, emphasizing the importance of rhythm and risk control in light of external disturbances, while still identifying potential investment opportunities in both new and existing stocks [8][39]
海外扰动冲击板块短期表现，但局部结构性活跃或依然可期