China Thai Securities: The future market style will still be technology diffusion rather than style switching.

The Zhongtai Securities research report indicates that overall, in the next one to two weeks, the market is likely to maintain a clear bottom and consolidate its strength. After important IPO listings, with uncertainties in the market resolved and sentiment improved, the market is expected to see a rally towards previous highs or new highs. The market style in the future will still be focused on technology diffusion rather than a switch in style. In terms of technology, attention should be paid to storage and semiconductor equipment, as well as overseas computing power chains. Storage and semiconductor equipment are currently the most certain directions. In the non-technology sector, focus should be on new energy, AI-related new materials and minor metals, engineering machinery, and securities. In the new energy sector, the electric demand brought by the expansion of AI computing power and the logic of going abroad constitute medium-term support. In terms of AI-related new materials, the spiral of price increases for copper-clad laminates has begun. Securities will benefit from IPO follow-up investment and active market trading, still offering trading opportunities.