Investment Strategy: Seize Three Opportunities in Sequence Over the Next 3–6 Months

36Kr reports that the investment strategy research note concludes that, overall, three opportunities should be seized sequentially over the next 3–6 months: first, a broadening repair in technology following confirmation of a decline in 10Y US Treasury yields, with computing power chips, storage, semiconductor equipment and materials, PCBs, liquid cooling, and other supporting sectors benefiting first; second, domestic demand and pro-cyclical expansion driven by both internal and external factors, focusing on food and beverage, home appliances, retail trade, construction machinery, and chemicals; third, if the index experiences a significant pullback in advance, attention should be focused on securities firms under low price-to-book ratios and the M&A and restructuring theme.