Due to the extreme rotation of the two major sectors of China Special valuation and AI, the market shows the characteristics of phased downturn, and turnover has shrunk, but from a medium-term perspective, the financial sector is still a deterministic asset with low valuation and good performance, and the strategic allocation window still exists. Analysts are optimistic that the company relies on the industrial advantages of controlling shareholders, the steady growth of traditional business, and the current leverage ratio is relatively low, there is room for growth in management scale, and the certainty of performance growth in the next three to five years is high.