Huatai Securities proposes a diversified and balanced approach to asset allocation. The momentum within the AI sector remains robust, and temporary market corrections could present favorable opportunities for investors to bolster their positions. Particular attention should be paid to promising fields such as optical communication and MLCC (Multi-layer Ceramic Capacitors). The power sector is also expected to see a continued rise in allocation, with the potential for excess returns to shift from downstream power operators to midstream electrical equipment manufacturers and upstream resource product suppliers. Investors are advised to focus on stocks with first-quarter reports indicating improved supply-demand dynamics, sustained industry prosperity, and reasonable valuations, exemplified by commercial vehicles and consumer electronics. Additionally, it is prudent to allocate a portion of the portfolio to dividend-paying stocks, such as those in the coal and utilities sectors, as a defensive measure. According to the industry scoring model, consumer electronics, semiconductors, computer equipment, and similar sectors are particularly recommended.