China-Thailand Securities: In the short term allocation direction, three main themes can be focused on.

Zhongtai Securities research report stated that as the October 30 meeting between the leaders of China and the United States approaches, market sentiment is expected to further improve, and a new round of market trends is expected to begin. In the short term, investors should focus on three main themes: AI application sectors, especially in robotics, edge AI, and stocks related to the Hang Seng Technology Index; sub-industries in the ChiNext Board under the theme of "anti-enclosure," such as multicrystalline silicon and photovoltaic components, which have high expectations for prosperity in the manufacturing chain; and the securities sector.