Group 1: Storage Products - The global storage giant SanDisk announced a price increase of over 10% for consumer storage products starting April 1, with potential for further increases in the coming quarters [2] - The price hike is attributed to two main factors: reduced supply due to major manufacturers like Samsung, Hynix, and Micron cutting production, particularly of high-end storage chips, leading to potential shortages starting Q2 [2] - There is a surge in demand driven by AI technology, with devices such as servers, smartphones, and AI glasses requiring significantly higher storage capacities, for instance, AI servers need 2-4 times the storage of regular servers [2] Group 2: Non-Ferrous Metals - Prices of metals such as copper, aluminum, and cobalt are rising, with international copper prices increasing by over 10% this year and cobalt prices surging over 20% in a week due to export halts from the Democratic Republic of Congo [4] - The price increases are driven by three main factors: policy stimulus from domestic infrastructure and renewable energy initiatives, a surge in demand from the electric vehicle and renewable energy sectors, and supply constraints due to production halts in copper mines and geopolitical conflicts affecting cobalt exports [4] - While consumers may not feel the immediate impact, businesses will face increased cost pressures, and investors are advised to monitor related stocks that may benefit from these price increases [4] Group 3: Underlying Trends - The price increases in both storage and metals are not coincidental but are part of broader trends driven by technology and global dynamics [6] - AI and renewable energy are reshaping industry rules, making high-end storage and rare metals highly sought after [6] - Geopolitical tensions and tariffs are making supply chains more fragile, necessitating adaptive strategies from companies [6] Group 4: Future Outlook - The upward price trend in both storage and non-ferrous metals is expected to continue, with investors advised to pay attention to policy and technological indicators [7] - A specialized report titled "Clue Early Know" will be released to help investors identify potential opportunities in the storage and non-ferrous metal sectors [7]

Group 1 - The real estate market shows a recovery in sales but weak investment, with second-hand housing becoming a key driver of sales improvement, while new housing remains sluggish [1][8][30] - The construction materials sector, including cement and steel, is experiencing lower demand compared to previous years, with cement output down 24.9% year-on-year [1][16][31] - The automotive and home appliance sectors are benefiting from improved demand due to the recovery in real estate sales and supportive policies, with automotive sales increasing by 20.8% year-on-year [1][12][31] Group 2 - The energy and resources sector is facing weak coal demand, with prices declining; however, industrial metals are seeing a mild recovery in demand [23][24] - The financial sector is experiencing heightened investment enthusiasm in the A-share market, with social financing data showing positive trends [34][35] - The midstream manufacturing sector is seeing a decline in heavy truck and excavator sales due to seasonal factors and policy transitions, with heavy truck sales down 25.5% year-on-year [36][37] Group 3 - The consumption sector is witnessing a recovery in service consumption and a rebound in large consumer goods, while agricultural product demand remains weak [2][3] - The TMT sector is seeing accelerated production of humanoid robots and sustained interest in AI models, indicating potential growth opportunities [2][3] - The new energy sector is experiencing high growth in sales from new energy vehicles, with new models expected to drive further demand [2][3]