Galaxy Securities: Suggest focusing on the value stocks with outstanding performance in the technology sector.

Galaxy Securities pointed out that the market may show a volatile uptrend from mid-May to mid-June, but with some repeated fluctuations in pace. The market has already risen under the protection of the policy "combination punch" and the expectation of external environment improvement. After entering the middle of May, although policies will continue to exert force, they still face some disturbances such as fluctuations in the capital market and uncertainties in the external environment. Therefore, the overall situation is mainly to digest the previous gains through a volatile uptrend and wait for new catalytic factors. In general, with the support of policies and the promotion of industrial upgrading, the technology growth sector is expected to continue to remain active. Areas such as AI computing power, robotics, and semiconductors have long-term development potential and are still hotspots in the market. It is recommended to focus on value stocks with excellent performance in the technology sector, but attention should be paid to the impact of external uncertainties and other factors.