According to the research report issued by CITIC Securities, the current industry selection framework continues to prioritize resources, new quality productive forces, and overseas expansion. Resource stocks, shaped by supply limitations and the anticipation of global geopolitical instability, are experiencing a transformation in their cyclical nature towards dividend-oriented characteristics. This shift is prompting a reevaluation of their valuation models. The potential market fluctuations stemming from capital outflows due to the Federal Reserve's interest rate reductions can be disregarded. In the medium term, the globalization of leading Chinese manufacturing firms is of paramount importance. By leveraging their market share advantages to gain pricing power and enhance profit margins, these companies can attain market capitalization growth that outpaces their domestic economic fundamentals, thereby dispelling the misconception that market trends are detached from underlying economic realities.

In terms of asset allocation, it is advisable to persist in focusing on upward-trending sectors such as resources, consumer electronics, innovative pharmaceuticals, and gaming. For allocations on the "left side" (opportunities in undervalued or early-stage sectors), attention should be directed towards the chemical and military industries. Regarding industrial trends, there has been a notable emphasis on the logical progression of AI technology from cloud-based applications to end-device implementations.