According to the China Investment Strategy Research Report, looking at three types of opportunities in the next 3 to 6 months: one is the restoration of technological breadth after the 10Y US bond interest rate has confirmed a decline. The first benefit is supporting links such as computing power chips, storage, semiconductor equipment and materials, PCBs, liquid cooling, etc.; second, domestic demand and procyclical diffusion under internal and external resonance, focusing on food and beverage, home appliances, trade and retail, construction machinery, and chemicals; third, if the index falls sharply first, it will focus on brokerage firms with low PB, mergers and acquisitions.

According to the China Investment Strategy Research Report, looking at three types of opportunities in the next 3 to 6 months: one is the restoration of technological breadth after the 10Y US bond interest rate has confirmed a decline. The first benefit is supporting links such as computing power chips, storage, semiconductor equipment and materials, PCBs, liquid cooling, etc.; second, domestic demand and procyclical diffusion under internal and external resonance, focusing on food and beverage, home appliances, trade and retail, construction machinery, and chemicals; third, if the index falls sharply first, it will focus on brokerage firms with low PB, mergers and acquisitions.