Zhongtai Securities: The subsequent market style will still be technology diffusion rather than style switching.

Deep Tide TechFlow News: On June 28, a research report from Zhongtai Securities said that, overall, in the next one to two weeks the market is likely to remain at a clear bottom and maintain a pattern of consolidation and building momentum. After major IPOs have been listed, with market uncertainties taking shape and sentiment repairing, the market is expected to see a round of action toward previous highs / new highs. In the next phase, market style is still likely to be technology diffusion rather than a style rotation.

1. Technology focus: storage and semiconductor equipment; overseas computing power supply chains. Storage and semiconductor equipment are currently the most certain directions.

2. Non-technology directions: new energy; AI-related new materials and minor metals; engineering machinery; securities firms. In the new energy segment, the mid-term support comes from the electricity demand driven by AI computing power expansion and the overseas expansion logic. In AI-related new materials, the price-increase spiral for copper-clad laminates (CCL) has already begun. Securities firms are set to benefit from IPO follow-on participation and active market trading, and still have opportunities across trading ranges. (Jin Shi)