CITIC Securities: A-shares are expected to start a new round of upward trend after the holiday, sticking to the dual mainline of "technology + resources".

CITIC Securities research report believes that during the Spring Festival, global stock markets overall strong, no major risk events, current market sentiment remains high, A shares are expected to start a new round of upward trend after the holiday. In terms of industry allocation, it continues to adhere to the dual main line of "technology + resources". The technology main line focuses on AI, humanoid robots, new energy, and innovative drugs, while the resources main line focuses on precious metals, petroleum and petrochemicals, and basic chemicals. Key sectors to focus on include: semiconductors, AI, machinery, non-ferrous metals, petroleum and petrochemicals, basic chemicals, power equipment, innovative drugs, etc.