Group 1 - The index still has upward potential, but attention should be paid to risks as resistance increases [3][14] - Low-position sectors are beginning to show attractiveness, with electronics (6.1%), real estate (6.0%), and agriculture (4.8%) leading the gains [4][15] - The technology sector is undergoing internal shifts, with high-end manufacturing being a focus, while low-position cyclical sectors like chemicals, agriculture, steel, and food and beverage are gaining attention due to expected profit recovery [4][15] Group 2 - High-end manufacturing maintains its offensive momentum, particularly in domestic semiconductors and advanced processes, with a notable rebound in the sci-tech chip index by 7.94% [5][16] - There is a focus on low-position manufacturing and cyclical themes, as the macroeconomic environment is at a low point for PPI, indicating potential recovery in industry profits [6][17] - Specific sectors such as non-ferrous metals, chemicals, agriculture, and steel are highlighted for their potential profit recovery and increased dividend attractiveness [6][17][18]