CICC released the September industry configuration research report, saying that to seize structural opportunities under boom clues: the market may show a trend of differentiation after technological growth, and careful selection is needed: AI infrastructure-related aspects, such as optical communication, PCB, etc., are still very certain this year, and a rebound is expected after a sharp decline. More companies in the fields of semiconductors and computing power still need to pay attention to the degree of compatibility between fundamentals and valuations; more innovative drug companies have entered the clinical data verification stage, which is worth paying attention from the bottom up. Consider the geographical situation and production capacity cycle position in a comprehensive manner, and focus on areas where performance is improving and the supply and demand pattern is improving: such as construction machinery, power grid equipment, petrochemicals, etc. The fundamental recovery in the pure domestic demand industry is still progressing relatively slowly and requires further observation.

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