According to a research report issued by China Merchants Securities, following the market rebound, the primary focus for asset allocation should center on the growth premium at the molecular level within a high-interest-rate environment. The short-term investment strategy entails pairing technology leaders, characterized by robust profitability and transparent capital structures, with dividend-yielding assets. This approach is designed to capitalize on a broader recovery in the technology sector, anticipated to follow a reversal in U.S. Treasury yields. This week, the market experienced a modest rebound, buoyed by micro-level liquidity, marked by a notable surge in net inflows into broad-based ETFs and a 'Pulse-like' (intermittent) net buying spree on the afternoon of October 9, indicative of market-stabilizing initiatives. At the industry level, the AI sector has not witnessed a systemic decline in growth, with capital consistently flowing into leading firms boasting strong profitability and cash flows. Considering the Q3 earnings report disclosure period, the rationale for asset allocation should pivot from long-term potential to immediate performance delivery. In the near term, priority should be accorded to sectors projected to demonstrate significant growth or improvement in Q3 results, encompassing the AI industry chain, resource commodities, mid-to-high-end manufacturing, pharmaceuticals, securities, and textile manufacturing.