The A-share tech recovery trend continues, institutions: structural rotation may become the main theme.

Since August, the A-share technology sector has seen a rotation and recovery, with various subfields such as humanoid robots, brain-computer interfaces, CPO, and fiber optic cables all showing performance. Regarding the future developments of the technology sector, brokerage strategy outlook reports suggest that the AI industry chain has a certain degree of fundamental certainty, and the recovery trend of the technology sector has not ended. However, the rise of the sector is still constrained by funding pressure and whether a significant transformation in the AI industry narrative can occur. Subsequently, the technology market may shift from broad gains to structural opportunities.