Core Viewpoint - The article emphasizes the importance of systematic and practical approaches in investment strategies, highlighting the need for adjustments in response to market conditions while waiting for industry catalysts to emerge [4][17]. Weekly Review - The discussion around price comparison has gained traction, indicating that adjustments in market strategies are healthy. The focus is on waiting for industry catalysts before making significant moves [4]. - The expectation of an economic recession in the U.S. has led to a notable decline in both U.S. stock and bond yields, with an additional 10% tariff imposed on Chinese goods [7]. Special Research - The current trends in the AI industry resemble the early stages of mobile internet development from 2010 to 2015, rather than the widespread application seen between 2013 and 2015. The report aims to systematically review the mobile internet market during 2010-2015, drawing comparisons and insights for future developments [9]. - The report concludes that there are opportunities for undervalued sectors to reverse and rotate, suggesting a potential shift in market leadership among different segments [10]. Market Data Summary - Various indices and their performance metrics are provided, showing fluctuations in closing prices, percentage changes, and valuation ratios such as PE and PB across different regions and sectors [11]. - The macro environment favors mid-term growth over value, indicating that a comprehensive high-low market trend is unlikely. The article suggests that the key verification period for the macro environment will be in March-April, with a focus on observing changes in leading sectors [12].