According to a research report released by CITIC Construction Investment, following a robust short-term rebound in the market, the A-share market is likely to enter a period of consolidation. The report expresses a positive outlook on the sustained performance of AI computing power, positioning it as the central theme driving medium- to long-term market trends. Domestic policy incentives, such as those announced at the Lujiazui Financial Forum, are anticipated to propel the continuous growth of the innovation and entrepreneurship sectors. Consequently, the ChiNext and STAR Market are projected to maintain their strong momentum. Elevated valuations and trading dynamics may be the primary factors contributing to the periodic rotation of technology-themed investments. It is advisable to focus on industries such as AI computing power, industrial metals, petrochemicals, machinery, and new energy. Simultaneously, investors should consider establishing positions at lower levels in sectors like banking, non-banking financials, utilities, and coal.