[China International Capital Corporation: the economic recovery cycle is still expected to support market strength and focus on policy support]. China International Capital Corporation reported that the economic recovery cycle is still expected to support market strength. TMT plate benefits from the rapid development of industrial trends, but the performance is still uncertain. After rising too fast in the early stage, it shows volatility, if the subsequent recovery of China's growth is verified by more data. The fundamental logic of the industry may be more important than the thematic logic, and the market style may be more balanced.