[Citic Construction Investment Chen Guo: a-share recuperation period looking for opportunities in low-level varieties] April 24, CITIC Construction Investment Research report pointed out that in the recent quarterly report, the weight of performance influence has increased significantly, and the theme transaction has entered a cooling stage after congestion under external catalysis. There are a series of uncertain or potential negative factors in the short-term market. The market is in a recuperation period, patiently waiting for the opportunity to redistribute. The short-term structure focuses on looking for a stable or better-than-expected direction in low-level assets, and the medium-term clue lies in the elastic direction of the technology cycle and recovery chain.