Sinotrust Securities: Focus on Hong Kong-listed technology core assets, the rise of the leading growth dragon is timely.

Zhongtai Securities released a research report stating that since the beginning of this year, domestic technology companies represented by DeepSeek have continuously innovated, ushering in a bullish market for technology. The Hang Seng Technology Index has grown significantly since January, far surpassing the growth of the Nasdaq Index during the same period. At the same time, the financial statements of technology companies have also significantly improved. Taking the A-share TMT sector as an example, indicators such as revenue growth and net profit growth in the first quarter have all shown marked improvements, reflecting both fundamentals and market sentiment moving in a positive direction. The leap in innovation by technology companies is not only a revolution at the technological level, but also a reshaping of the perception of the value of technology assets at the capital level, driving technology leaders to experience a "re-valuation + growth" dual-wheel drive. The future growth potential of the technology sector is promising, with significant space for growth imagination that extends from the AI revolution.