【Citic SEC: Maintain An Optimistic View On The US Technology Sector For The Next 12 Months.】Citic SEC'S Research Reports Indicate That The Federal Reserve'S Monetary Policy Meeting Decision In December Triggered Significant Adjustments In U.S. Technology Stocks, And Some Investors Expressed Caution And Pessimism. It Is Determined That The Federal Reserve'S "Hawkish" Shift In Monetary Policy Reflects The Current Resilience Of The Macro Economy And Inflation Persistence, With Its Impact On The Market Primarily Being A Short-Term Disturbance, While The Fundamentals Are The Underlying Factors For The Market'S Medium To Long-Term Trends. Over The Next 12 Months, We Continue To Maintain An Optimistic Outlook On The U.S. Technology Sector, With The Software Saas Sector As Our Top Pick. The Hardware & Semiconductors Sector Will Focus On Two Main Lines: The Diffusion Of Genai Opportunities And The Recovery Of Cyclical Industries, While The Internet Plus-Related Sector Will Focus On Leading Giants And High-Resilience Subsectors (Ad Tech, Fintech, Etc.). Affected By The Complex Macro Environment, We Expect The High Volatility Of The U.S. Stock Market Since 2023 To Continue, But The Subsequent Market Style Is Expected To Be More Balanced In 2024, With A Significant Diffusion In Market "Breadth". It Will Be Necessary To Watch More And Act Less, And Patiently Seek Stock-Level Α Returns