[Zhongtai Securities: The subsequent market trend remains technology diffusion rather than style rotation] Deep Tide TechFlow reports, on June 28, Zhongtai Securities' research report stated that overall, the market is likely to maintain a clear bottom and a consolidation phase in the next one to two weeks. Following the listing of major IPOs, as market uncertainties are resolved and sentiment recovers, the market is expected to usher in a wave of previous highs/new highs. The subsequent market trend remains technology diffusion rather than style rotation. 1. In the technology sector, focus on: storage and semiconductor equipment, and overseas computing power chains. Storage and semiconductor equipment are currently the most certain directions. 2. In non-technology sectors: new energy, AI-related new materials and minor metals, construction machinery, and brokerage firms. In the new energy sector, the expansion of AI computing power drives electricity demand and supports the medium-term outlook alongside the overseas growth narrative. For AI-related new materials, the price spiral of copper-clad laminates (CCL) has already begun. Brokerage firms benefit from IPO co-investment and active market trading, offering periodic opportunities. (Jin10)