Recently, the U.S. stock market has experienced a typical "underdog sector counterattack" trend, especially with outstanding performance in the energy, industrial, and materials sectors.

The reason for this strong rally is precisely because these sectors have been long overlooked by the market and are currently undervalued, representing a classic case of contrarian sector rotation—
Funds are shifting from high-valuation technology growth stocks to low-valuation cyclical stocks, value stocks, and real economy sectors.
Catalytic factors include geopolitical tensions driving up oil prices, increased electricity and industrial demand from AI data centers, and infrastructure development. With multiple positive factors stacking up, capital has rapidly flocked in, forming a clear rebound rally.