中国银河证券：对后市科技板块持续反弹呈乐观态度

Core Viewpoint - The short-term technology sector remains the main focus for capital trading, with optimism for continued rebound in the sector despite performance delays and external variables such as the U.S. election [1] Group 1: Market Outlook - The performance delays in related sectors and the conclusion of the U.S. election are significant variables affecting market volatility [1] - The execution strength of policies will be crucial for the sustainability of future market trends [1] Group 2: Investment Directions - Investment opportunities are identified in several areas: 1. Domestic computing power and operating system localization under the theme of self-controllability, with a pressing need for the development of the domestic innovation industry chain and network security architecture [1] 2. AI-related themes focusing on application scenarios, which are becoming a new area of interest for investors [1] 3. High-quality targets benefiting from mergers, acquisitions, and buybacks, with market value management being a long-term policy direction that will continue to catalyze related investments as policies are gradually implemented [1]