HTSC(SH:601688) news flash·2025-06-08 23:53Core Viewpoint - The market is experiencing increased divergence near key levels, with a prevailing view of "a top above and a bottom below" as the baseline scenario, highlighting the importance of upcoming events like the Lujiazui Forum in mid-June and the FOMC meeting for market guidance [1] Market Dynamics - The recent trading volume of micro-cap stocks has approached levels seen in November 2023, indicating a crowded market; however, this does not necessarily imply a correction, as the odds of participating in small-cap trends are currently low [1] - The trading volume has not yet expanded significantly, suggesting that the speed of sector rotation may remain rapid, with themes like innovative pharmaceuticals and new consumption having already seen substantial rotation [1] Investment Focus - Attention should be directed towards low-positioned technology sectors that have seen a decline in trading volume share and possess industrial catalysts, such as AI computing chips, storage chips, optical fiber cables, and smart driving technologies [1] - From a strategic allocation perspective, it is essential to adopt an odds-based mindset, focusing on core assets represented by A50, consumption, and finance in the medium term [1]