Xinhua News Agency, May 14-Citic Securities Research Daily pointed out that the comprehensive and systematic recovery of the economy after the epidemic is a gradual and gradual process, and the re-rotation of the flywheel takes time and patience. Theme trading is a phased product of the downward revision process of excessive economic expectations, and excessive game reduces the effectiveness of market pricing. But it also increases the potential returns of performance-driven strategies, with the peak of theme trading over and back to the low performance-driven sector.