CITIC Securities' research report suggests that the market has entered a period of volatility. From a thematic perspective, combined with liquidity indicators and market characteristics, the impact of marginal positive factors has weakened, focusing on sectors with established industry trends and less exposure to external disruptions. From a catalyst and timing perspective, the second half of the year typically sees a period of intense technology releases for the domestic tech industry, while the certainty of sectors like AI computing power, AI applications, medical overseas expansion, military industry, and solid-state batteries continues to increase. Considering the market environment, catalysts, and comprehensive quantitative indicators, we recommend watching these sectors.