As per a research report from Zhongtai Securities, which reiterates the stance put forth in its prior Golden Stocks Report, the present market conditions are not conducive to a substantial style transformation. Following the market correction in October, the general level of congestion within the A-share technology sector has seen a moderate alleviation. Given the concerns surrounding AI-driven debt anxieties, it is prudent to concentrate on those sub-sectors within the technology realm that demonstrate reduced congestion levels. This includes components of the Hang Seng Tech Index, as well as the gaming, media, and computer industries. Moreover, in light of overseas interest rate reductions and fiscal stimulus measures, it is worthwhile to direct attention towards globally priced resources, with a particular emphasis on gold and copper. In the meantime, for strategic positioning on the left side (a term often used in financial contexts to denote a contrarian or early investment approach), consideration could be given to export-oriented manufacturing sectors that stand to gain from the resumption (the term "restart" is retained as pinyin here to maintain the original meaning where a direct translation might not fully capture the intended nuance) of the overseas credit cycle.