回避小盘风格，主板超跌反弹

Group 1 - The article highlights a significant market adjustment, with the CSI 300 index declining by 2.19%, the Shanghai Composite Index by 3.38%, and the CSI 500 index by 5.82% during the last week, indicating a shift in market sentiment towards small-cap stocks [2] - The Chinese economy shows signs of a comprehensive rebound, with industrial production, retail sales, and real estate sales data for January-February reflecting a positive trend, supporting the notion of a slow bull market for the main board index [3] - The article notes that despite the ongoing geopolitical tensions in the Middle East, which are expected to prolong and escalate, the unique international political relationships of China may mitigate the economic impact compared to Western economies [3] Group 2 - Technical signals indicate a divergence between large-cap and small-cap stocks, with institutional funds gradually returning to the main board, suggesting a potential serious divergence in future performance [4] - The main board is advised to maintain a medium position in anticipation of a rebound, while the small-cap sector is recommended to be approached with caution, reflecting a shift in market style favoring large-cap stocks [4] - Short-term momentum models suggest focusing on industries such as power equipment, home appliances, and telecommunications [4]