Recently, a number of brokerage firms have intensively held mid-term strategy meetings to evaluate economic and capital market trends throughout the year. Many organizations believe that the current domestic economic growth logic has been deeply reshaped, and the new development momentum has ushered in a systematic shift. New types of productivity represented by artificial intelligence, digital economy, and new energy sources are gradually becoming the core force of economic growth. In terms of the capital market, A-shares have entered a critical upward stage, and the structural market is becoming more and more obvious. The second half of the year can focus on laying out the entire AI industry chain, cycle sector, and potential consumption circuit.

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