The research report released by CITIC Construction Investment Securities highlights that global stock markets exhibited robust performance during the Spring Festival period, devoid of any significant risk events and buoyed by heightened market sentiment. It is anticipated that A-shares will embark on a fresh upward trajectory following the holiday break. Regarding industry allocation, the report advocates for a dual-theme investment approach centered on 'technology + resource commodities'. Specifically, the technology theme is poised to concentrate on cutting-edge domains such as AI and humanoid robotics, whereas the resource commodities theme will focus on precious metals, among others. Key sectors warranting attention encompass semiconductors, AI, machinery, and beyond.
