Group 1 - The "relay baton" market trend is becoming increasingly clear, with funds shifting from previously hot sectors to new directions, particularly in the technology sector, which is experiencing increased volatility and a higher probability of short-term pullbacks [3] - New opportunities are expected to emerge in the remaining two months, with a focus on "new infrastructure," particularly "new power grid construction," which has already shown signs of an independent market trend in related sectors such as power grid equipment [3] - The chemical industry has also seen a resurgence due to a significant rise in industrial product prices, indicating a shift in market drivers as the previous momentum supporting technology stocks appears to be waning [3] Group 2 - The current situation is influenced by substantial investments in computing infrastructure in the United States, with project scales reaching trillions, raising questions about the ability of leading tech companies to support such capital expenditures given their revenue levels [3] - There is a growing disconnect between the optimistic projections from CEOs and market realities, leading to skepticism among investors regarding the sustainability of high valuations in the tech sector [3]