Summary

With the strengthening of the domestic technology narrative, the market has shown a pattern of "rising in the East and falling in the West." This week, the three major U.S. stock indices all closed lower, while the A-share market performed strongly. Leading companies have not only achieved significant growth in their performance but have also indicated plans to increase investments in the AI+ sector, demonstrating firm confidence in the long-term prospects of technological innovation. This trend is expected to further drive the expansion of the AI industry chain. Ahead of the Two Sessions, there is an expectation for a recovery in the IM, while the IH and IF are also likely to see some degree of a rebound.

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