Group 1 - Hedge funds experienced the largest net buying spree in global industrial stocks in five years, with weekly net inflows reaching the highest level since July 2020, and the second highest since records began in 2016 [1] - The industrial sector saw significant net inflows globally, driven by active long positions and short covering, with North America being the most active market [1] - The current allocation of industrial stocks tracked by Goldman Sachs' Prime platform is 5.8 percentage points higher than the MSCI Global Index, remaining at a historically high level for five consecutive years [1] Group 2 - European corporate earnings expectations have significantly improved, with a projected growth of 7.9% in 2025, supported by policy easing and interest rate cut expectations [2] - The S&P 500 index in North America reached a historical high amidst volatility, driven by the AI boom, despite uncertainties from tariff policies and geopolitical issues [2] - The global energy transition and supply chain restructuring are creating trillion-dollar infrastructure demands, with data centers, charging networks, and hydrogen facilities becoming focal points for public and private capital [2]