2月券商金股出炉！10只太空光伏概念股在列！贵州茅台时隔多月再成焦点！

Core Viewpoint - The A-share market is expected to maintain a fluctuating upward trend in February, with a focus on "technology + resources" as the main theme, driven by various sectors such as commercial aerospace, AI applications, and non-ferrous metals [2][3]. Group 1: Market Outlook - Long-term strategies suggest focusing on three main lines: technology (including optical modules, storage, semiconductor equipment, and energy storage), non-ferrous metals (with attention to industrial metals and chemicals), and hot topics like robotics and AI model iterations [2]. - The market is anticipated to experience reduced activity before the Spring Festival due to a lack of clear catalysts, but better performance is expected post-holiday as policy catalysts emerge [3]. Group 2: Sector Focus - The mechanical equipment, media, and transportation sectors have seen a notable increase in attention, with respective gold stock counts rising by 6, 4, and 4 [7]. - The electronic industry remains the most recommended sector, with 46 companies included in the February gold stock list, consistent with the previous month [8]. Group 3: Individual Stock Recommendations - A total of 38 brokerages have disclosed their February gold stock combinations, covering 246 A-share companies, with several companies being recommended by multiple brokerages [3]. - Zhongji Xuchuang, a leader in optical modules, has been recommended by 8 brokerages, indicating strong institutional interest, with significant holdings from public funds and northbound capital [10][12]. - Guizhou Moutai has regained attention from 6 brokerages, attributed to its channel optimization and stable pricing strategies ahead of the Spring Festival [10]. Group 4: Investment Trends - 31 stocks have been identified as having over 3 billion yuan in holdings from both public funds and northbound capital, with significant representation from the electronics and non-ferrous metals sectors [12]. - The space photovoltaic sector has gained traction, with 10 stocks included in the February gold stock list, reflecting a growing interest in this area following recent announcements from major companies like SpaceX [15].