Huatai Securities released a strategic research report saying that in terms of asset allocation, the market is shifting from an expansion narrative to repricing of payability and profit quality. The tightening of short-term liquidity expectations may suppress valuations. The performance vacuum period focuses on whether the industry side has new catalysts and order verification, and statements at the September FOMC meeting. It is recommended to prioritize areas with high performance visibility, such as communication equipment, semiconductor devices/materials, PCBs, etc., and then consider opportunities to reevaluate AI applications.

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