On October 8, Glonhui released a research report stating that after the market rebound in the past two weeks, investors quickly used exchange-traded funds (ETFs) to increase their exposure to China. Therefore, they recommend investors to choose stocks that can significantly benefit from passive ETF inflows, have high index weights, and are still at historically low to medium valuation levels. In the Hong Kong-listed technology sector, they recommend Xiaomi, BYD Electronic, and Hua Hong Semiconductor, expecting Xiaomi to be the main beneficiary of ETF inflows, while BYD and Hua Hong Semiconductor are still in the low to medium valuation range. They also bullish on Sunny Optical Technology and AAC Tech. As for the A-share market, Lyon recommends Zhongji Innolight, Naura Technology Group, Will Semiconductor, and Hua Hong.