Zhongtai Securities' research report highlights that the market has rebounded after a phase of trading volume contraction. The pre-holiday market adjustment was primarily driven by anticipation of interest rate hikes and a cautious, wait-and-see stance adopted by investors. However, these external disruptions are now gradually subsiding. At present, investment opportunities that offer both robust growth prospects and attractive valuations are becoming increasingly rare, positioning the technology sector as a highly promising avenue. Within this sector, areas such as memory, semiconductors, and materials continue to boast relatively low valuations, with no significant signs of demand weakening. Furthermore, certain AI hardware segments, despite experiencing a rebound, still possess ample room for valuation appreciation.
