Following the completion of the global technology sector's deleveraging phase, overseas technology markets have spearheaded a rebound, with market pricing dynamics transitioning from liquidity conditions to underlying fundamentals. The A-share technology sector, however, has experienced a comparatively sluggish recovery, primarily due to the initial over-concentration of trading activities, margin financing pressures, and regulatory influences. Nevertheless, the sector's long-term growth trajectory remains intact. Presently, the demand for the computing power industrial chain (or supply chain) continues to be strong, indicating that the recovery trend in the A-share technology sector is far from over. When formulating an asset allocation strategy, emphasis should be placed on core assets with robust fundamentals, while also keeping a close eye on the innovative pharmaceuticals and industrial metals sectors. Key industries worthy of attention encompass optical communications, servers, innovative pharmaceuticals, non-ferrous metals, machinery, and new energy.