According to a research report by CICC, the A-share market is anticipated to maintain a pattern of phased volatility, shaped by a confluence of domestic and international factors. In terms of market dynamics, small and medium-cap growth stocks have outperformed, fueled by abundant liquidity and technological advancements. Concurrently, declining interest rates have bolstered the appeal of high-dividend assets, though their allocation displays distinct structural traits. Given these dynamics, the following investment suggestions are offered:

1. Policy-Driven Sectors: Keep a close watch on policy-supported areas, including mergers and acquisitions, and net asset value enhancement initiatives.
2. AI and Tech Trends: Focus on the burgeoning segments within the AI industry chain, such as cloud computing, computing power infrastructure, as well as applications like robotics and intelligent driving. These areas are experiencing a resurgence in prosperity and are relatively insulated from tariff fluctuations, making them pivotal investment themes. Additionally, export-oriented chains with minimal U.S. exposure, such as construction machinery, power grid equipment, and commercial vehicles, merit attention.
3. Dividend-Yielding Sectors: Invest in sectors characterized by robust cash flows and low external demand dependency, notably leading players in the hydroelectric power, telecommunications, food and beverage, and banking industries.