According to CoinMeta, a research report by Guojin Securities indicates that the rebound in commodities has been established, and the combination of energy and metals is set to enter an overall upward period. Since March, the market has focused on macroeconomic contradictions but has overlooked the fact that changes in the AI industrial chain are at the core of asset pricing. Currently, the ranking of resource products is non-ferrous metals (gold, copper, aluminum) and energy (coal, petroleum and petrochemicals). In addition, the synergy between the stories of southern countries and "Made in China" is emerging, with attention should be paid to sectors such as construction machinery, power grid equipment, and refining and chemical processing. Dividend-oriented assets, which feature high dividends, low volatility, and stable cash flows, remain the core direction for the return of absolute return funds.