下周，有个大会！

Group 1 - The core viewpoint of the article highlights the ongoing bullish trend in the A-share market, with the Shanghai Composite Index recording 17 consecutive days of gains, indicating a potential spring market rally in 2026 [1] - The article outlines three potential forms of the spring market rally: weak performance during a bear market, significant gains exceeding 20% in V-shaped recoveries, and accelerated capital inflows driving the market [1] - It suggests that the current market phase represents a deepening bullish trend, with expectations of a broader recovery in fundamentals and increased retail investor participation in 2026 [1] Group 2 - The article emphasizes the importance of technology sectors, particularly AI applications, as a long-term market focus, recommending attention to specific sub-sectors where AI is being implemented [1] - It also identifies potential value investment opportunities in undervalued sectors such as real estate, non-bank financials, traditional consumer goods benefiting from domestic demand policies, and upstream resource products that may benefit from price increases [1] - The upcoming AIGC Developer Conference in January 2026 is expected to provide insights into AI infrastructure and applications, with projections indicating that AI will influence 20% of global business decisions by 2030, creating over $20 trillion in economic impact [2][3]