According to the Zhongtai Securities Research Report, the technology market has already entered the right-side start-up phase. The offensive positions continue to revolve around technological manufacturing, small to medium market capitalization, and colored allocations, and energy security is used to hedge against tail risks. In the medium term, we will focus on the Science and Technology Innovation 50, domestic semiconductor equipment, storage, China Securities 2000, and micro market indices. At the same time, non-ferrous metals and gold still have allocation value. It is recommended to maintain technology positions before the holiday season. A substantial decline in oil prices and an improvement in external liquidity will further strengthen the market. The theme direction focuses on AI applications and the end side.

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