The CITIC Construction Investment Research Report pointed out that this week the market style further changed from growth to low consumption and value. Industries such as media, social services, trade and retail, beauty care, food and beverage and real estate showed strong performance, and strong sectors such as communications and electronics adjusted markedly; concepts such as Huawei, artificial intelligence, robotics, energy storage, new energy vehicles, and the digital economy remained active, and market sentiment clearly recovered on Friday. AI is still the main line of the mid-term boom, but high-computing power hardware has entered a stage of differentiation, and capital is gradually spreading to AI applications such as AIGC, cultural media, and data elements. In the future, more attention should be paid to performance delivery and congestion risks. Robots are supported by policies and catalyzed by progress in industrialization, and are still flexible in terms of theme. New energy continues to revolve around energy storage, new energy vehicles, lithium batteries, and photovoltaics, and the logic of improving supply and demand. Non-ferrous metals resonate with multiple benefits, and industrial metals have begun to recover from a sharp decline. The innovative drug policy and the logic of going overseas are still in place, but the short-term popularity has declined; consumption, real estate, and procyclical recovery have occurred at a low level, and improvements in fundamentals still need to be observed continuously.

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