The research report issued by CITIC Securities highlights that, following a period of significant market differentiation last week, the market has ceased its decline and embarked on a rebound, with styles undergoing another transition. The average daily trading volume has decreased to 1.99 trillion yuan. ETF funds initially engaged in bottom-fishing strategies and subsequently secured profits, while financing activities resulted in a net purchase amounting to tens of billions, marking the initial success of a counterattack from low market levels. Based on an analysis of catalytic factors and timing, there is an expectation of a rise in thematic enthusiasm (indicating increased "popularity" or "interest") surrounding AI liquid cooling, testing equipment, innovative computing power technologies, and cutting-edge consumer electronics products. Taking into account the market environment, catalytic factors, and quantitative indicators, it is recommended to focus on these four thematic areas.