China Galaxy Securities highlights that the market is poised to pivot its focus on the AI industry chain, anti-involution strategies, and non-bank finance sectors. Amidst the AI technology revolution and burgeoning industry trends, the technology growth sector is anticipated to sustain robust growth momentum. Moreover, from a medium to long-term perspective, the enhancement of supply-demand dynamics and the rebound in industry profits are set to propel the development of the "anti-involution" concept. Simultaneously, the rationale for allocating dividend assets with a margin of safety valuation remains distinctly clear. Additionally, the substantial consumption sector, bolstered by supportive policies, also showcases significant investment potential.
