Open source Securities: Maintaining an optimistic outlook on the long-term breakthrough of the index.

Open source securities research report stated that after the market broke through the "924" high point, we still maintain an optimistic outlook on the long-term breakthrough of the index: the market structure presents a "dual-wheel drive", with strong resilience provided by growth categories under the global technology co-dance, and a diffusion market led by "anti-internal loop" driving the repair of PPI in the cyclical and countercyclical trades; one should not be a "nervous bird" in an active market, but should "stick to oneself and prioritize technology"; recently, in the process of central elevation, the A-share market presents significant characteristics of an "incremental market", with enlarged trading volume and increased capital activity becoming core indicators. In terms of style, bullish on growth sectors, as in a market with high risk appetite, growth is more likely to outperform. Among the popular tracks, liquid cooling is favored, as it is the next optical module & PCB, possessing three major characteristics of "strong growth, complete narrative, and favorable odds", with a steeper fundamental change gradient compared to optical modules and PCBs, and currently in an earlier period.