According to the China Investment Strategy Research Report, looking at three types of opportunities in the next 3 to 6 months: one is the restoration of technological breadth after the 10Y US bond interest rate has confirmed a decline. The first benefit is supporting links such as computing power chips, storage, semiconductor equipment and materials, PCBs, liquid cooling, etc.; second, domestic demand and procyclical diffusion under internal and external resonance, focusing on food and beverage, home appliances, trade and retail, construction machinery, and chemicals; third, if the index falls sharply first, it will focus on brokerage firms with low PB, mergers and acquisitions.

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