Zhongjin: It is recommended to pay attention to several main trends in the A-share market recently.

The report from CICC (China International Capital Corporation) stated that in terms of allocation, the A-share market recently advised focusing on several main themes: 1) Industrial growth: AI is currently in a key stage of new technological iteration and application landing. The industry trend continues to support demand growth. Pay attention to sectors directly benefiting from the application of AI technology, such as optical communications, as well as sectors benefiting from energy security and industrial chain security, such as batteries and energy storage. 2) Cyclical resource-based: Weighing the position of production capacity cycles comprehensively, pay attention to sub-sectors with supply-demand patterns supporting price increases and performance certainty, such as the power grid and chemical industry. 3) High dividend stocks: In a stage where market risk preferences have not fully recovered, high dividend stocks have a relative advantage in terms of returns. However, over the year, they may show phased and structural performance, requiring a focus on cash flow stability and dividend rate matching.