Since the onset of August, the A-share technology sector has embarked on a cyclical recovery path, with notable performances from sub-sectors such as humanoid robots, brain-computer interfaces, Co-Packaged Optics (CPO), optical fiber and cable, among others. According to a strategy outlook report from a securities firm, the underlying fundamentals of the AI industry chain remain solid, and the overall recovery trend within the technology sector continues unabated. Nevertheless, the sector's rally encounters hurdles stemming from funding constraints and evolving narratives within the AI industry. Consequently, it is anticipated that the performance of the technology market will transition from widespread gains to more targeted, structural opportunities in the coming period.