Highlights of securities morning meeting | Important buying opportunities may appear before and after the Spring Festival.

The market showed mixed movements yesterday, with the three major indexes moving in different directions. The total turnover of the Shanghai and Shenzhen stock markets was 966.4 billion throughout the day, a decrease of 181.9 billion compared to the previous trading day, marking the first time the turnover has fallen below one trillion since September 25 last year. In terms of market performance, the hot spots were somewhat chaotic, with more stocks rising than falling, and over 3000 stocks in the entire market saw increases. In terms of sectors, the sectors of oil and gas, lithography machines, non-ferrous metals, and software development led the gains, while the sectors of household appliances, e-commerce, banks, and power grid equipment led the declines. At the close of yesterday, the Shanghai Composite Index fell by 0.24%, the Shenzhen Component Index remained unchanged, and the ChiNext Index rose by 0.36%. At today's brokerage morning meeting, Huaxi pointed out that there may be an important buying point around the Chinese New Year; China Securities Co., Ltd. stated that it is optimistic about the commercialization of AI applications as a new generation productivity tool in the B-end market; EB SECURITIES believes that attention should be paid to leading companies in the technology and consumer sectors among the large cap stocks. Huaxi: There may be an important buying point around the Chinese New Year Huaxi pointed out that since the beginning of the year, major A-share indices have adjusted, but some small and medium-sized stocks and technology-themed indices have rebounded at the bottom, indicating that the closer A-shares are to key gaps below, the stronger the upward support from the capital side, and there may be an important buying point around the Chinese New Year. In terms of industry allocation, firstly, the high dividend-paying sector acts as a ballast in the low interest rate and asset allocation drought environment; secondly, it is advisable to layout core assets of "new quality bulls" on dips, mainly including AI+, humanoid Siasun Robot & Automation, and the low-altitude economy. China Securities Co.,Ltd.: Optimistic about AI applications as a new generation productivity tool in the B-end commercialization China Securities Co.,Ltd. pointed out that overseas cloud computing vendors continue to increase capital expenditure, and the AI industry chain trend is expected to continue to rise. They are optimistic about AI applications as a new generation productivity tool in the B-end commercialization, and expect OA/ERP as the entry-level platform to benefit first; under government support, the development of the underlying AI computing power industry, recommending attention to domestic AI computing power industry chain related targets. EB SECURITIES: Pay attention to leading companies in large cap stocks in technology, consumer sectors EB SECURITIES stated that after the adjustment of macro prudential adjustment parameters, the short-term stability of the RMB exchange rate will be beneficial. The central bank's stabilization of the exchange rate boosts market confidence, and capital market liquidity receives positive news. With the stability of the RMB exchange rate, the trend of net outflows of cross-border funds is expected to ease, and foreign capital may have a certain expectation of net inflows, providing incremental funds for related sectors and driving stock prices higher. In terms of direction, attention should be paid to large cap stocks that are more preferred by foreign investors, such as leading companies in technology and consumer sectors. This article is reproduced from "Cailian Press", GMTEight Editor: Xiao Dong Huang.