开源证券：市场回调暂告一段落

Group 1 - The core viewpoint is that the recent market correction is likely coming to an end, and attention should be paid to trading and allocation strategies [1] - Technology continues to have favorable conditions for medium to long-term performance [1] - Both technology and cyclical sectors are expected to drive market performance [1] Group 2 - Opportunities have emerged in certain oversold growth sectors, including military, media (gaming), AI applications, Hong Kong internet, and power equipment [1] - Future institutional core technology blue chips may also follow a recovery trend [1]