早盘直击｜今日行情关注

Group 1 - The panic sentiment in the market has eased, leading to a shift towards technology growth stocks, with the STAR Market index rebounding while the oil and petrochemical sector has seen a pullback [1] - The uncertainty in the Middle East continues to impact the oil supply, which may affect short-term market dynamics, with potential for oil prices to rise significantly, influencing market sentiment and sector rotation [1] - In the medium to long term, the trend of A-shares remains upward, supported by increased household savings entering the market and a recovery in the performance of A-share listed companies [1] Group 2 - As March approaches, the annual report season will focus on high-performing sectors, with technology hardware, advanced manufacturing, and price-increasing cycles expected to show strong performance [2] - The trend of AI hardware remains established, with increasing token usage for major AI models, indicating a peak in AI applications by 2026, highlighting growth opportunities in this sector [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]