CITIC Securities: Suggest focusing on five major thematic directions.

According to the research report of CITIC Securities, the market style sentiment tends to be a game of stock funds, and the rotation of themes is accelerating. From the perspective of catalytic factors and timing, the listing progress of domestic GPU companies is smooth, and the themes of domestic advanced processes, Google computing power chain, humanoid robots, autonomous driving, and commercial space are expected to erupt. Combining market environment, catalytic factors, and comprehensive quantitative indicators, it is recommended to focus on the above five major thematic directions.