According to the Huatai Securities Research Report, on the one hand, the overseas disturbances faced by the market increased last week. On the other hand, despite the effectiveness and phased increase in boom investment, core sectors such as communications and computing power may have some pressure to deliver in the short term. Therefore, it is recommended to control positions and adjust positions. Specifically, the export chain accounts for a relatively high level of cash in the computing power chain, but the short-term chip repayment pressure is high, and wait until the risk is lifted to participate again or better. Fourth, the mid-term computing power industry logic is still clear, and current PEG is not high. Second, among strong performance clues, the export chain accounts for a relatively high share of the export growth rate of household appliances, construction machinery, and photovoltaic modules. Cang currently suggests focusing on the low-wave category.

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