事件描述2 月春节前后市场或维持震荡上行趋势，“科技+资源”主线行情有望延续扩散。需重点关注：（1）美股科技股迎来财报密集披露期，AI 产业趋势或得到进一步验证；（2）关注潜在AI 应用大模型更新，春节有望带动互联网AI 应用热度上升。策略上聚焦三大主线：一是科技方向，继续关注光模块、存储、半导体设备、储能等，紧紧围绕美国缺电、国内缺芯和全球缺存储的主线；二是有色金属方向，1 月脉冲后或波动加大，...
Source Link事件描述2 月春节前后市场或维持震荡上行趋势，“科技+资源”主线行情有望延续扩散。需重点关注：（1）美股科技股迎来财报密集披露期，AI 产业趋势或得到进一步验证；（2）关注潜在AI 应用大模型更新，春节有望带动互联网AI 应用热度上升。策略上聚焦三大主线：一是科技方向，继续关注光模块、存储、半导体设备、储能等，紧紧围绕美国缺电、国内缺芯和全球缺存储的主线；二是有色金属方向，1 月脉冲后或波动加大，...
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