For the industry allocation in January 2025, chief strategy Analyst Xu Chi from Zhongtai recommends a short-term return to a "barbell-style" allocation. One end of the barbell represents dividend Assets, represented by Banks, while the other end focuses on small to medium Market Cap themes. In Xu Chi's view, allocating to dividend Assets represented by Banks is due to an anticipated increase in market risk aversion. Additionally, the overall odds for each industry in January are expected to decline compared to December, but only the victory rate and odds for Banks remain relatively high. For the small to medium Market Cap direction, Xu Chi suggests continuing to focus on Technology and cyclical strategies.