According to CITIC Construction Investment's research report, there was a noticeable shift in market dynamics this week, moving away from growth-centric sectors toward low-valuation consumer and value-oriented industries. Sectors such as media, social services, commerce and trade retail, beauty care, food and beverage, and real estate outperformed, while previously strong sectors like telecommunications and electronics saw significant corrections. Concept stocks related to Huawei, artificial intelligence, robotics, energy storage, new energy vehicles, and the digital economy continued to lead in terms of stocks hitting their daily price limits, with market sentiment experiencing a marked recovery by Friday. AI remains the key driver of growth in the medium term, but high-valuation computing hardware has entered a period of differentiation, with capital gradually flowing into AI application areas such as AIGC (AI-Generated Content), cultural media, and data elements. Going forward, closer attention will need to be paid to the actualization of performance and the risk of market overheating.