Group 1 - The "April Decision" period is approaching, which is a significant investment time for many investors, as it marks a transition from a policy-intensive and earnings vacuum period to a phase where macro and micro data provide clearer guidance for market direction [1] - Current market conditions show a correction in the technology sector, with investors taking profits and a rise in cautious sentiment, leading to fluctuations in the A-share market; however, this short-term risk aversion does not indicate the end of the market trend, as technology growth may still be the main theme for the year [1][2] - The recent market pullback is attributed to the upcoming tariff disturbance and earnings release period, with some technology stocks failing to rise despite exceeding earnings expectations, reflecting a cautious approach due to high valuations and lower-than-expected capital expenditures [1] Group 2 - In the medium to long term, the technology sector is experiencing high levels of prosperity, although relative valuations within sub-sectors are unbalanced; performance-driven factors will become the main concern in the technology sector [2] - To navigate uncertain market directions, investors are encouraged to remain engaged in the market through methods like fund dollar-cost averaging or phased buying, which may increase the chances of investment success [2] - The fund managed by the company, which has a high AI component, is actively investing in assets related to artificial intelligence, providing opportunities for investors to enter the market at lower levels during recent adjustments [2][3] Group 3 - Future investment strategies may focus on two main lines: the technology benefit chain and the scenario implementation chain; the current performance of computing power is in an explosive cycle, with demand for computing power expected to accelerate [3] - For the scenario implementation chain, it is recommended to pay attention to vertical industry applications, particularly in AI+ manufacturing, AI+ finance, and AI+ content [3]