CITIC Construction Investment pointed out that based on the two investment contexts of prosperity, valuation, and growth space, the current period focuses on allocation opportunities in the commercial vehicle, motorcycle sector, and physical AI sectors such as robotics and smart driving. The former has gone out to sea to support high prosperity and profit, and may benefit from the current steady dividend style of undervaluation; the latter's stock price is already at a historically low level after a sharp correction recently, and industry trends and growth space are still clear. It is recommended to actively allocate alpha targets that have reached deep into the bottom of the high-quality card slot.

CITIC Construction Investment pointed out that based on the two investment contexts of prosperity, valuation, and growth space, the current period focuses on allocation opportunities in the commercial vehicle, motorcycle sector, and physical AI sectors such as robotics and smart driving. The former has gone out to sea to support high prosperity and profit, and may benefit from the current steady dividend style of undervaluation; the latter's stock price is already at a historically low level after a sharp correction recently, and industry trends and growth space are still clear. It is recommended to actively allocate alpha targets that have reached deep into the bottom of the high-quality card slot.