On September 22, a research report from Zhongtai Securities indicated that the technology market has now entered the right-side momentum phase. It suggests that investors should adopt an aggressive stance by focusing on technology manufacturing, small- and mid-cap stocks, and the non-ferrous metals sector. Energy security is recommended as a strategy to hedge against potential tail risks. In the medium term, significant attention should be given to the Sci-Tech Innovation 50 Index, domestic semiconductor equipment, memory-related stocks, the CSI 2000 Index, and micro-cap stocks. Additionally, non-ferrous metals and gold also present considerable allocation value. It is advisable to maintain positions in the technology sector before the holiday. Should there be a substantial drop in oil prices and an improvement in external liquidity, it will further fuel market growth. For thematic investments, focus should be placed on AI applications and end-user industries.