AI板块下周或迎来催化上行

• The report highlights the significant performance of the telecommunications sector, which has maintained a horizontal state despite the overall market adjustments[7] - The oil and gas sector showed a noticeable increase this week, influenced by the fluctuating geopolitical situation between the US and Iran[7] - The metal materials and mining sector experienced a significant pullback this week, confirming the double-top pattern previously indicated[7] - The computer sector saw a decline, with a maximum increase of 147.78% from February 6, 2024, to January 14, 2026[7] - The defense and military industry also experienced a notable decrease, with a maximum increase of 172.87% from February 5, 2024, to January 12, 2026[7] - The report suggests that the construction engineering sector has shown a breakout state this week, driven by the concept of computing and electricity collaboration[29] - The AI sector, particularly external AI leaders, may see a catalytic rise next week with the upcoming NVIDIA GTC 2026 event[41] - The telecommunications equipment sector is expected to rise in sync, driven by the technical need to reverse the February decline and reach new highs[44]