Group 1 - The core viewpoint of the report indicates a significant structural shift in the market since July, with the financial sector, particularly banks, experiencing a notable decline in excess returns after July [1] - Following the acceleration of the index, the technology sector, specifically the information technology segment, has emerged as the leading sector in the market rally since July [1] - By mid-2025, the information technology sector is expected to show a clear rebound in return on equity (ROE), indicating a recovery phase [1] Group 2 - The report emphasizes that in the current economic and market environment, growth-oriented investments remain the primary focus, highlighting opportunities within the technology growth sector [1]