Huatai Securities' research report highlighted that last week, the Federal Reserve's Federal Open Market Committee (FOMC) meeting and China's Central Economic Work Conference were held in quick succession. Additionally, domestic data on exports, inflation, and finance were released one after another. At present, a significant breakthrough at the macroeconomic level is still pending, and leading industrial indicators have become the focal point for investors' trading decisions. Since late November, the AI sector has propelled a broad rebound in the technology growth stocks. Meanwhile, the adjustment of domestically driven cyclical assets reflects a proactive adaptation to market shifts, with the overall market performance remaining steady last week. Looking forward, Huatai Securities anticipates that the market is still in the preparatory phase for the spring rally. It suggests a slight refinement in the investment strategy, recommending an increase in allocations to sectors influenced by seasonal trends, industrial developments, and policy-driven themes, while reducing exposure to domestically driven cyclical sectors. In terms of specific industries, it is advisable to monitor AI computing power (with attention to the market's pricing response to negative factors), lithium batteries and energy storage, the military sector, certain chemical products, copper, and home appliances (industries with a high likelihood of benefiting from the export rush theme).