According to the research report issued by Cathay Haitong Securities, the current fervor for thematic trading persists at an elevated level. While technology-centric themes have undergone a correction phase, those linked to new energy sources have surged ahead. Since mid-August, themes related to AI have capitalized on advancements in the industry, improved expectations regarding liquidity, and a heightened appetite for risk, thereby accelerating market trends. Amidst escalating market volatility, investors have started to scout for opportunities in more affordably priced themes, with a special emphasis on 'anti-involution' avenues. These avenues stand to gain from the synergy between favorable policy shifts and expectations of enhanced industrial supply-demand dynamics. In the medium term, sectors such as AI, robotics, and innovative pharmaceuticals are poised to emerge as significant investment prospects.