According to the CITIC Securities Research Report, market turbulence intensified last week, and the broad-based index continued to weaken. High-ranking technology topics with large cumulative increases in the previous period ushered in a concentrated and deep correction, short-term panic plates were released centrally, and the pace of market rotation was further accelerated. Stock capital began large-scale two-way position adjustments across sectors and tracks, and structural style migration intensified significantly. Capital continues to flow out significantly from high-ranking small tickets that lack performance support, diverting high-dividend defense and low-level consumer medicine hedge. In terms of catalytic factors and timing, the enthusiasm for the themes of downstream AI, Changxin's industrial chain, brokerage, and pharmaceutics is expected to heat up. Combining the market environment, catalytic factors, and comprehensive quantitative indicators, it is recommended to focus on the above four major theme directions.

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