Tianfeng Securities: The market is entering a crucial window for positioning the "spring agitation".

According to the research report from Tianfeng Securities, recently, with the uncertainty factors such as overseas monetary policies becoming more certain, the external environment faced by A-shares is stabilizing, and the market is entering a key window for laying out the "spring excitement". Focus areas: The main themes mentioned include: Technological growth: Focus on AI, commercial aerospace, robotics, etc. Pro-cyclical/value: Focus on industrial metals, chemicals, non-bank financials, etc. High dividend stocks: Short-term price-performance ratio is prominent, expected to rebound.