Group 1 - The market is experiencing rapid rotation due to unclear positioning and fluctuating capital flows, influenced by two main factors: ongoing turmoil in the Middle East and significant events in the technology sector [1] - The geopolitical risks have led to a surge in commodity prices, particularly in oil, prompting investors to favor safe-haven assets like oil and gold [1] - Two major technology conferences are causing capital to shift: NVIDIA's GTC conference on March 16 is drawing attention to AI computing leaders, while the domestic collaboration between DeepSeek V4 and Huawei is challenging NVIDIA and SK Hynix's market dominance, creating a seesaw effect between foreign and domestic tech stocks [1] Group 2 - Current capital is rapidly switching among three main lines: resource hedging, foreign technology, and domestic technology, due to uncertainties in each direction [1] - The market's frequent style rotation is a direct result of the volatility and unpredictability in these sectors [1]