Recently, the A-share market has experienced a phase of adjustment, marked by notable volatility within the AI technology sector. Market opinions are divided on whether the current trend signifies an 'evaluation adjustment' or a 'paradigm shift.' Following thorough research, a number of leading institutions have come to a consensus: this adjustment is largely a natural cooling-off period and a valuation correction following a period of overheated trading, and the long-term growth prospects of the AI industry remain intact. With clear signs of a policy bottom, confirming a market bottom depends on the interplay of various factors, including market positioning, investor sentiment, and incremental capital inflows—a process that often becomes evident only in retrospect. Institutional experts highlight that as the interim financial reporting period approaches, the market is transitioning from expectation-driven to performance-driven dynamics, with the technology and price-hike sectors poised to stand out. However, internal differentiation within these sectors is anticipated—leading companies with genuine performance and technological advantages are expected to lead in valuation recovery, while those relying solely on speculative concepts and price-hike elasticity will undergo revaluation.