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The strategist at Bank of America stated that in the face of declining attractiveness of tech giants, mid-cap stocks in the United States are the best configuration direction before the midterm elections. The team led by Michael Hartnett pointed out that Trump's "aggressive intervention" measures to lower energy, healthcare, credit, housing, and power prices are putting pressure on energy giants, pharmaceutical companies, banks, and large tech companies, making mid-cap stocks the major beneficiaries of this round of "prosperity" as the midterm elections approach. Recently, investors have accelerated the transfer of funds from technology stocks due to concerns about the impact of artificial intelligence, and are now seeking trading opportunities that are expected to benefit from the Trump administration's initiatives to lower the cost of living. Meanwhile, a large group of companies that are more sensitive to improving economic growth prospects are outperforming the broader market. Bank of America pointed out that the shift from a "light asset" to a "heavy asset" business model signifies a "major threat" to the market dominance of the "Tech Seven Giants".