On May 17, a research report from CITIC Construction Investment highlighted that since May, the technology sector has witnessed an accelerated upswing. This surge is attributed to escalated capital investments by global tech behemoths and performance outcomes that have surpassed expectations, with the industrial trend now widely acknowledged as a market consensus. Nevertheless, the sector has recently seen a slight retreat, influenced by three primary factors. Despite this, the medium-term trajectory of the technology sector remains robust, and the confirmation of interim results will mark a pivotal moment. Moving forward, strategic positioning should center on the dual themes of 'computing power + recovery,' with a particular emphasis on sectors such as AI, optical modules, PCBs, memory chips, the coal and coal chemical industries, industrial metals, power grid equipment, and humanoid robots.