Huatai Securities's analysis reveals that last week, China hosted both its Central Economic Work Conference and the Federal Reserve's FOMC meeting. Meanwhile, a slew of domestic macroeconomic data were released one after another. Domestic policies continue to emphasize steady advancement, and it is prudent to keep a close eye on five key structural indicators. The overseas liquidity landscape is anticipated to stay accommodative. Financial indicators suggest that domestic credit demand is in need of a boost, and pro-cyclical trading encounters certain limitations. Judging from market responses, the overall market maintained stability following the conclusion of last week's gatherings. Huatai Securities posits that the rebound witnessed since late November has already accounted for adjustments in tech growth and pro-cyclical sectors. Looking forward, it is advisable to adopt a positioning strategy for the spring market surge and ramp up allocations to thematic sectors, with a particular emphasis on areas such as AI computing power, lithium batteries and energy storage, the military industry, certain chemical products, copper, and home appliances.