According to the research report issued by CITIC Construction Investment, investors' focus on fundamental factors has waned somewhat over the past few months. Nevertheless, as the market completes its valuation adjustments and transitions into a phase of stable consolidation, fundamental elements are likely to regain their prominence. A sustained bull market necessitates not only thriving sectors to lead the way but also robust support from overall fundamentals. At a minimum, it is essential to witness a reversal of deflationary trends, a factor that could prove pivotal in attracting further allocations of overseas capital to Chinese assets. Presently, while market liquidity and sentiment remain elevated without collapsing, thriving sectors continue to propel momentum. The core rationale behind the AI computing power theme remains unassailable, and during this market consolidation period, it is prudent to monitor shifts between sectors with high and low valuations.