Zhongtai Securities' research report highlights that as the mid-year earnings preview window approaches in July, coupled with the financial report disclosures from major overseas companies, the equity market is poised to witness more segmented opportunities, with a likely enhancement in profit-making potential. Structurally, the technology sector is set to expand its influence, while non-technology sectors are also anticipated to experience a bottom-up revival. Zhongtai Securities maintains that the tech market rally is far from reaching its zenith. The latest findings from the multi-asset team reveal a strong correlation between the capital expenditures of leading cloud service providers and the aggregate market capitalization of technology hardware. The valuation of key U.S. tech stocks, exemplified by Nvidia, continues to closely align with these capital expenditures, underscoring that technology will persist as the dominant market theme even after the sentiment rebounds.