CITIC Securities: It is recommended to continue to focus on the hot technology direction, and edge AI is expected to become a new catalytic clue.

CITIC Securities research report stated that with the successful conclusion of the Fourth Plenary Session of the 19th Central Committee of the Communist Party of China, the ideological direction of the "Fifteenth Five-Year Plan" has become clear, and with the resumption of economic and trade negotiations between China and the United States, the key internal and external events have ended. After the Shanghai Composite Index broke through 4,000 points and the completion of the third quarter financial reports, the market is highly likely to return to a structure driven by performance.