CITIC Securities advises that investors should presently concentrate on sectors with high certainty and deliverability. It is recommended to closely adhere to the main policy directives and engage in themes related to generalized domestic circulation and new technology, encompassing areas like real estate infrastructure, tourism, consumer electronics, and robotics. The market is likely to continue its rotation between sectors catering to lower-end domestic demand and those focused on new technology themes. In terms of catalysts, special attention should be directed towards domestic policies aimed at stabilizing the real estate market and boosting consumption, alongside catalytic events within the technology sector. Considering the market environment, catalytic factors, and quantitative indicators, themes like real estate infrastructure, tourism, consumer electronics, and robotics stand out as worthy of attention.