Seize the Opportunity in Structural Trends: Rising Prices and Technology or Layout are Key Words.

Recently, the A-share market has reached a key window of style switching after policy expectations gradually became clearer. Although the overall market index is showing a volatile consolidation trend, beneath the surface, the logic of rising prices and the two main themes of technological growth are alternately active. The elasticity of performance under supply constraints and the growth space under industry trends are becoming the core logic of current capital allocation. Analysts believe that in the game between earnings certainty and growth space, leading varieties with core competitiveness are expected to continue to gain favor in the market.