The CITIC Securities Research Report said that the market stopped falling and rebounded after a high level of differentiation and consolidation last week, and the style changed again. The average daily turnover continued to shrink to 1.99 trillion yuan. ETF funds first bottomed out and then stopped profits, and financing switched to 10 billion dollar net purchases, and a low-level counterattack was initially implemented. In terms of catalytic factors and timing, enthusiasm for topics such as AI liquid cooling, test equipment, new computing power technology, and new consumer electronics products is expected to heat up. Based on the market environment, catalytic factors, and comprehensive quantitative indicators research and judgment, it is recommended to focus on the above four major theme directions.

The CITIC Securities Research Report said that the market stopped falling and rebounded after a high level of differentiation and consolidation last week, and the style changed again. The average daily turnover continued to shrink to 1.99 trillion yuan. ETF funds first bottomed out and then stopped profits, and financing switched to 10 billion dollar net purchases, and a low-level counterattack was initially implemented. In terms of catalytic factors and timing, enthusiasm for topics such as AI liquid cooling, test equipment, new computing power technology, and new consumer electronics products is expected to heat up. Based on the market environment, catalytic factors, and comprehensive quantitative indicators research and judgment, it is recommended to focus on the above four major theme directions.