According to a research report by Soochow Securities, in this round of index breakthrough, finance is the booster of upward breakthrough. Judging from the market this week, its role may be coming to an end. After financial stocks drive the index to set the stage, the growth sector is expected to "take the stage", especially the pan-tech direction with advantages in chips and positions. The current stock price position and congestion of some industry trend varieties are still at a historically low level, especially the AI sector, which still accounts for 23% of the historical percentile since 2023. The links of artificial intelligence, computing power industry chain and other links in the direction of technological growth have configuration value.