Merchandising strategy for February: Industry allocation focus on clues of economic recovery and interpretation of spring market trends.

The marketing strategy research report pointed out that in the past month, the overall market has shown a slight upward trend with some resource and AI related TMT sectors performing well. Looking ahead to February, the focus of industry allocation is on clues to economic recovery and the interpretation of the spring market, with a focus on the pro-cyclical + technology sectors. As the Spring Festival approaches, attention will also be paid to certain optional consumer goods. Taking into account factors such as macroeconomic trends, profitability, chip distribution, valuation, trading, cyclical stages, and value in the competitive landscape, this issue recommends focusing on sectors such as electronics, media, machinery, power equipment, basic chemicals, and social services.