On June 2, China's three major A-share indices rallied, with the technology sector witnessing a phased resurgence. Previously, the technology sector had accrued substantial gains. However, impacted by short-term profit-taking and significant trading congestion, the STAR 50 Index and the CSI TMT Industry Theme Index underwent swift corrections. Notably, popular segments like computing power and semiconductors experienced considerable declines, with the adjustment rippling out from core sectors to the entire industrial chain. Analysts have underscored that this round of declines represents merely a phased market adjustment, rather than a reversal of the long-term growth trajectory for the technology sector. The sector is currently undergoing structural shifts, with capital being reallocated from overvalued stocks to high-potential sub-sectors such as energy storage and robotics. Several brokerage firms have revised their monthly allocation strategies, advocating for a selective approach to positioning in technology sub-sectors that boast industrial catalysts and clear profit prospects.