浙商证券：市场有望在3月下旬重拾升势

Group 1 - The market is expected to regain upward momentum in late March, entering a phase of comprehensive rebound after a period of consolidation [2][3] - Investors are advised to adjust their portfolio structure, focusing on sectors that have not seen significant gains, such as large financials and dividend stocks, while making adjustments within the technology sector [3] Group 2 - Historical data shows that the probability of A-share market rising in the second half of March is higher than in the first half, with a 60.0% chance compared to 46.7% [4] - The core factors influencing the A-share market in March include policies and external events in the first half, while fundamentals play a more significant role in the second half [4] Group 3 - The technology sector is identified as the main structural theme for the market, with a strong emphasis on supporting technological innovation as a consensus among various ministries [5][6] - The short-term momentum in technology growth is expected to continue, with a focus on investment opportunities in AI computing, humanoid robots, and low-altitude economy [6] Group 4 - The outlook for Hong Kong stocks is cautiously optimistic, with a focus on domestic demand as a countermeasure against external uncertainties [7] - The strategy suggests maintaining a "barbell" approach in investment, focusing on technology revaluation, new consumption, innovative pharmaceuticals, and high-dividend communication sectors [7]