According to Huatai Securities' research report, the current strong structural market has entered an adjustment phase. Portfolio adjustments should focus on structural rebalancing, with allocations unfolding along three key clues: First, technology growth remains the medium-term main theme. The industrial trend of the AI computing power chain remains unchanged, and with overseas computing power chains seeing sustained increases in AI capital expenditures from leading companies like NVIDIA, opportunities exist to increase positions on dips. Second, attention should be paid to outperforming sectors with reasonable valuations that demonstrate both supply and demand improvements in the first-quarter reports, such as lithium batteries, power grid equipment, photovoltaic equipment, commercial vehicles, consumer electronics, minor metals, and decoration materials. Third, it is advisable to monitor high-dividend sectors such as railways, highways, and coal.