[Zhongtai Securities: After the shock in mid-to-early September, positions can still be gradually increased] On September 6, Zhongtai Securities pointed out that it maintains the judgment that the Shanghai Composite and Science and Technology Innovation 50 will strengthen again in the mid-term. After the shock in mid-to-early September, positions can still be gradually increased. (1) In the medium term, we will continue to increase allocations to Science and Technology 50, domestic semiconductor equipment and storage, and hard disks, while paying attention to non-ferrous metals and innovative drugs. After U.S. bond yields and interest rate hike expectations have turned, the flexibility of technology manufacturing and non-ferrous metals deserves more attention. (2) For the direction of liquidity elasticity, focus on CSI 2000 and CSI 2000. The resumption of high-level diplomatic contacts between China and the United States and the shift of long-term capital from a sharp decline to a continuous inflow will constitute a clearer right-side signal. (3) Balance and defend funds by prioritizing construction machinery, power equipment and other manufacturing dividends. The theme direction focuses on Hang Seng Technology's leading technology, device-side AI, and device-side storage needs.