GF Securities: With policy support, the technology sector is expected to continue outperforming.

Jin10 news on October 26, reported by GF Securities, indicates that the technology mainline with industrial trend logic is expected to outperform under the support of policies. On one hand, the anticipation of enhanced policies for strategic emerging industries will accelerate industrial trends, and investors can follow the industrial mainlines that already have fundamental or expected support, such as AI Computing Power, innovative drugs, etc. On the other hand, industries such as quantum technology, hydrogen energy, nuclear fusion energy, brain-computer interfaces, and embodied intelligence, which are still in their early stages, present phase-specific thematic investment opportunities for investors.