The research report highlights that the A-share market has recently transitioned into a consolidation phase marked by upward momentum. Investors' risk-averse sentiment ahead of the holiday may have contributed to market contraction and increased volatility. However, post-holiday, as macroeconomic uncertainties subside, market trading sentiment is anticipated to rebound, creating a favorable window for deploying strategies aligned with policy directions and earnings prospects. In terms of portfolio allocation, considering the resurgence in trading volume within the Technology, Media, and Telecommunications (TMT) sector last week, coupled with the need for funds to adjust their investment styles at the quarter's end, it is advisable for investors to moderately rebalance their holdings. Emphasis should be placed on undervalued sectors within key investment themes, such as Hong Kong-listed technology stocks and domestic computing power infrastructure.