According to the CITIC Securities Research Report, the market style sentiment tends to be a game of stock capital, and the rotation of themes is accelerating. In terms of catalytic factors and timing, the listing of domestic GPU companies is progressing smoothly, and enthusiasm for topics such as advanced domestic manufacturing processes, Google computing power chains, humanoid robots, autonomous driving, and commercial aerospace is expected to explode. Combining the market environment, catalytic factors, and comprehensive quantitative indicators, it is recommended to focus on the above five major theme directions.

According to the CITIC Securities Research Report, the market style sentiment tends to be a game of stock capital, and the rotation of themes is accelerating. In terms of catalytic factors and timing, the listing of domestic GPU companies is progressing smoothly, and enthusiasm for topics such as advanced domestic manufacturing processes, Google computing power chains, humanoid robots, autonomous driving, and commercial aerospace is expected to explode. Combining the market environment, catalytic factors, and comprehensive quantitative indicators, it is recommended to focus on the above five major theme directions.