[CITIC Securities: Technology heavyweights with performance support are expected to see a catch-up rally, and the market may usher in a turning point ahead] According to a report by Jinse Finance on September 20, CITIC Securities believes that this week marks the concentrated resolution of macroeconomic uncertainties, leading to a market rebound. The Federal Reserve raised interest rates by 25 basis points as expected and maintained a hawkish stance, with the dot plot implying one more rate hike this year. However, the landing of this negative shock reduces short-term macroeconomic variables for speculation. The market is gradually desensitizing to macro factors and returning to industrial pricing. Domestically, August economic data showed characteristics of "marginal recovery in production, weak aggregate demand, and divergence between new and old growth drivers." The weakness in aggregate demand has been fully priced in, while structural prosperity remains concentrated in technology and exports. On the international front, the U.S.-Iran stalemate continues, but diplomatic efforts have increased, and oil prices have retreated from their highs, leading to a marginal easing of geopolitical disruptions. As macroeconomic pressures gradually lift, the previously crowded technology sector has seen sufficient digestion, paving the way for capital inflows. This week, the trading volume of the TMT (Technology, Media, and Telecommunications) sector rose to 43% of the total market share. Technology heavyweights with performance support are expected to experience a catch-up rally, and the market may approach a turning point. It is recommended to focus on growth opportunities in the technology sector, particularly in the AI computing power chain and the CPO (Co-Packaged Optics) industry chain, as well as on resource price increases and export-related sectors.