La ligne principale de croissance technologique à moyen terme n'a pas changé, la chaîne de puissance de calcul IA augmente ses positions lors des baisses, je surveille cette ligne de près.

Mars Finance information, according to Huatai Securities research report, the current strong structural market is entering a pause period. In terms of positioning, the focus is on rebalancing the structure. The allocation unfolds along three clues: First, technological growth remains the main line in the medium term, and the industry trend of AI computing power chain has not been disrupted, among which, overseas computing power chains benefiting from the continuous strengthening of AI capital expenditure by overseas giants like Nvidia can be a key direction for buying on dips; Second, pay attention to rebound stocks that show both supply and demand improvement in the first quarter report and have relatively reasonable valuations, such as lithium batteries, power grid equipment, photovoltaic equipment, commercial vehicles, consumer electronics, small metals, and decoration building materials; Third, it is recommended to focus on high-dividend sectors such as railways, highways, and coal.