CICC: Technology sector remains the focus of fund allocation.

Zhongjin Company released a research report stating that the market is expected to continue to trend steadily, benefiting from positive policies and reform expectations, resonance between domestic and foreign liquidity loosening cycles, and support from the AI technology revolution and energy revolution for some industries. Zhongjin Company stated that the technology sector remains the focus of capital allocation, and it recommends focusing on the AI industry chain related to optical communication, cloud computing infrastructure, etc. On the application side, it suggests paying attention to robotics, intelligent driving, consumer electronics, etc.