On August 12, a research report from CICC highlighted that the recent upswing in traditional sectors appears unsustainable, lacking sufficient evidence to support a market style rotation. The firm maintains a resolutely optimistic view on AI and technology growth themes. It is anticipated that the technology sector's rally will bolster positive performance in both Chinese and U.S. stock markets during the latter half of the year. CICC recommends adopting an overweight stance in A-shares and Hong Kong stocks, while maintaining a neutral position in U.S. stocks.