早盘直击｜今日行情关注

Group 1 - The core viewpoint of the articles highlights the impact of geopolitical tensions in the Middle East on market risk appetite, leading to significant declines in A-shares, particularly in the technology sector, while the oil and chemical sectors see gains [1] - The A-share market is experiencing a rotation where the strong performance of the oil sector negatively affects the technology growth sector, indicating a clear negative correlation between these sectors [1] - The uncertainty surrounding the Middle East situation and its potential impact on global oil supply is difficult to assess, with rising oil prices likely to exacerbate market concerns and influence sector performance [1] Group 2 - As March approaches, the annual report season is expected to focus on high-performance sectors, with technology hardware, advanced manufacturing, and price-increasing cycles showing promising results [2] - The trend of AI hardware remains strong, with increasing token usage for major AI models, suggesting a peak in AI applications by 2026, warranting continued attention on this growth trajectory [2] - The domestic and overseas demand for new energy materials is rapidly increasing, leading to supply shortages and price hikes, with this trend expected to continue into 2026 [2]