Huatai Securities' research report indicates that, ahead of the holiday season, market volatility is likely to increase due to a heightened demand for risk aversion. In light of this, it is advisable for investors to moderately rebalance their portfolios and pivot towards sectors with lower valuations. Specific strategies encompass maintaining a high concentration of capital in sectors driven by industrial trends, while allowing for strategic repositioning within these main lines. Investors should keep an eye on AI-related sectors, including domestic computing power and technology stocks listed in Hong Kong, as well as themes catalyzed by events, such as nuclear fusion and robotics. For medium-term allocation, the focus should remain on sectors exhibiting 'anti-involution' characteristics and those at capacity inflection points. Attention should be given to the chemical and battery sectors, which demonstrate fundamental improvements, along with high valuation and chip sector ratios. Meanwhile, a measured left-side (contrarian) approach can be adopted in mass consumption, with current stock selection following a bottom-up methodology.