Group 1 - The market is experiencing a period of uncertainty and volatility despite favorable policies, leading to indecision among retail investors [1][3] - There are hidden opportunities emerging in the market as consensus becomes unclear, particularly in the context of policy expectations and industry cycles [3] Group 2 - The demand for AI infrastructure, particularly in core chips, high-speed communication devices, and advanced cooling technologies, is becoming increasingly evident as the AI revolution continues [4] - The consumer electronics sector is showing signs of recovery, with high-end smartphone shipments improving and new technologies like XR gaining traction, indicating a revival in the industry [5] - The real estate sector is witnessing a transformation, with surviving companies poised to capture a larger market share as the industry undergoes significant consolidation [6] Group 3 - Central state-owned enterprises in resource sectors are being revalued due to their stable cash flows and generous dividends, making them attractive during periods of fluctuating commodity prices [7] - Export-oriented companies with global competitiveness are demonstrating resilience, particularly those benefiting from structural demand growth in overseas markets [8]