Open Source Securities: The timing for left-side layout has arrived, seize the opportunity with G technology and high dividend stocks.

The open-source securities research report pointed out that the US-Iran conflict is not over, but the worst pricing phase may be passing; the left side can start trying to attack the layout, but should not be overly aggressive, and technological growth remains the most important direction. In terms of allocation strategy, growth is still the strongest main line of this round, but the investment strategy needs to change: G + profit redistribution. Focus on: power capital, computing power capital, platform applications, innovative medicine; emphasize that high dividend yields in 2026 are better than in 2025, focusing on high dividend yields considering G: coal, insurance, media, petrochemicals, transportation; "options" varieties after the potential bottoming out of real estate prices: optional consumer driven by the stabilization of the balance sheet, service consumption recovery.