According to the CSIC research report, the overseas macroeconomic environment has witnessed improvements, with tariff adjustments and the Federal Reserve's rate cut rationale enhancing market optimism. Furthermore, the Political Bureau meeting underscored the importance of stability, marking the conclusion of the policy maneuvering phase. The People's Bank of China maintains ample liquidity in the fund market, ensuring micro-liquidity across markets. While the mid-term market is anticipated to endure oscillations, short-term risk appetite is on the rise, indicating a potential shift in market style toward growth. In the near term, sectors like banking, power, beauty, and automobiles deserve attention due to clear policy catalysts and promising first-quarter performance. In the medium term, focus should shift to areas characterized by "new-quality domestic demand growth," encompassing geopolitical insulation, domestic demand stimulation, and growth resilience, such as new consumption trends and AI, which are expected to further strengthen amid market fluctuations.