Zhongtai Securities pointed out that the Financial Street Forum sent positive policy signals around financial market stability, investment-side reform, risk mitigation of financial institutions, and a high level of opening up, which is expected to improve investors' expectations during recent market adjustments. In terms of allocation, the short-term focus is on brokerage firms, public funds, and wealth management sectors that benefit from capital market reforms, as well as bank insurance and high-dividend assets with good operating quality and stable dividends. Continuing to be optimistic about the main line of scientific and technological innovation in the medium to long term, technology finance support and capital market financing system reform are expected to improve the financing environment for high-quality technology enterprises. Recently, the technology growth sector has been greatly adjusted. It is possible to focus on high-quality enterprises with core technological advantages, order growth, and stable profitability in the fields of artificial intelligence, semiconductors, high-end equipment, etc., based on the industrial boom and performance delivery situation. Continued market continuity in the technology sector still needs to pay attention to changes in overseas interest rate environments, global risk appetite, and corporate profits.

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