Zhongtai Securities: Subsequent market styles are still technology diffusion rather than style switching

The China-Thailand Securities Research News said that overall, there is a high probability that the market will maintain a clear bottom and ready for shocks in the next week or two. After the listing of important IPOs, as market uncertainty settles and emotions recover, the market is expected to usher in a round of previous highs/new highs. Subsequent market styles are still technology diffusion rather than style switching.<br /> 1. Scientific and technological concerns: storage and semiconductor equipment, overseas computing power chains. Storage and semiconductor equipment are currently the most certain direction.<br /> 2. Non-technological directions: new energy, AI-related new materials and small metals, construction machinery, and securities firms. In the direction of new energy, the electricity demand brought by the expansion of AI computing power and the logic of going to sea constitute medium-term support. In terms of AI-related new materials, the price increase spiral of copper clad laminate CCL has begun. Brokers have benefited from IPO follow-up and active market trading, and there are still opportunities for swing.