According to Guojin Securities's A-share strategy, for A-share investors, at least the current worst environment is over: AI investment has brought high interest rates and rising global capital costs, but AI has shrunk to US technology. Currently, the rift in US technology investment will support the decline in real interest rates for some time. The market currently does not have a V-shaped foundation, but the risk period has passed in stages, and the non-AI sector has begun to place appropriate bets. Overall, Guojin Securities recommended: First, against the backdrop of a slowing trend in the AI industry and differences in fundamentals, interest rate suppression on real interest rates is gradually easing, and gold is entering an allocation period. Second, the energy chain represented by coal, petroleum, and oil transportation will continue to benefit from global demand for energy reserves, and is also an asset with dividend properties. Third, according to export data, AI is no longer a standout. If interest rates continue to decline in the future, the export to sea sector will usher in a recovery. Among them, white electricity, textile manufacturing, commercial vehicles, home furnishings, etc. also have dividend attributes.

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