Guojin Securities: In this round of spreading market, the short-term rebound of power equipment and chemical industry is worth paying attention to.

Guojin Securities released a research report stating that the financial fragility of overseas tech giants is becoming apparent, and the market is gradually focusing on high-certainty varieties. A-shares have also begun the process of style rebalancing. The shortage of development in the technology industry has transitioned from the computing power infrastructure in the United States as the main link, to China's more advantageous fields of electricity, manufacturing, and general infrastructure. This process is actually a repricing of Chinese assets. In the past few years, energy transformation has been a complex process involving the entire industry chain, during which industrial advantages have been built that go far beyond just the new energy industry itself. This also forms the basis and opportunity for the current wave of market diffusion, with the short-term rise in power equipment and chemicals being worth paying attention to.