According to the CSI Securities research report, the prevailing market sentiment suggests that, when considering policy, economic fundamentals, and capital movements, the technology growth sector emerges as the most logically compelling investment avenue. Nonetheless, investors ought to remain alert to the potential for structural or temporary corrections within the tech industry. The report advises investors to prioritize performance flexibility, seize structural opportunities within the market, and place particular emphasis on sectors such as artificial intelligence (AI), new energy, and critical resources. Following the technology sector's bullish phase, a new bull market in resource commodities could potentially emerge as the dominant trend, with the necessary conditions for its ascent gradually building up. The rationale behind the upward trajectory of resource commodity prices encompasses several factors, including global monetary policy easing, the gold-to-commodity price ratio, supply-demand imbalances, prevailing price trends, and the commencement of domestic restocking cycles, to name a few.
