On September 6th, Kaiyuan Securities released its latest research report, which analyzed that in the short term, the market has witnessed an initial alleviation of trading congestion, accompanied by a decline in the implied volatility of the Sci-Tech Innovation 50 Index. Opportunities may arise within various sub-sectors of the technology sector, and a balanced allocation strategy is recommended to capitalize on tech and rebalancing prospects. The rebalancing directions include: firstly, maintaining a recommendation for small- and micro-cap stocks, with a particular focus on the CSI 2000 and Wind Micro-Cap Index; secondly, paying close attention to industries experiencing better-than-expected net profit growth, such as electronics, defense, military industry, and computers; thirdly, sector rebalancing, with an emphasis on non-ferrous metals, basic chemicals, and new energy; fourthly, high-dividend sectors, including banking and utilities, which offer relatively favorable risk-return profiles in markets characterized by high volatility. In the medium term, technology is expected to remain the primary theme, although achieving widespread gains will become increasingly challenging, and returns will increasingly stem from internal selection within the tech sector. Regarding allocation, it is advisable to seek the intersection of 'secondary ignition and narrative tension,' with a focus on AI materials, domestic computing power chains, upstream PCB and optical modules in overseas computing power chains, AI application directions, as well as new growth areas emerging from tech spillover effects, such as power equipment and energy metals.