A股指数回调，高位股大跌，题材股凉凉！还有哪些投资机会？

Group 1 - The A-share index is experiencing a pullback, with high-position stocks declining significantly and thematic stocks losing momentum, indicating potential investment opportunities in sectors with reasonable valuations and strong defensive attributes such as healthcare, service-driven consumption, and high-dividend traditional telecom and utilities [1] - The robot industry is developing rapidly, with companies like Yushutech, UBTECH, and Zhongqing Robotics leading the way, and the demand for printed circuit boards (PCBs) is expected to grow due to the increasing need for robot control PCBs and related components [3] - The implementation of childcare subsidies in 2025 is anticipated to improve birth rates, positively impacting the demand for infant formula and cheese products for children aged 0-6, enhancing market expectations and valuation levels for related companies [5] Group 2 - The Shanghai Composite Index has seen a significant decline, breaking through multiple moving averages, with critical support levels around 3450 points and 3300 points, indicating a crucial week ahead for market performance [10] - The overall valuation of the US stock market remains high, with the S&P 500 and Dow Jones dynamic PE ratios at 21.0 and 19.9, respectively, indicating that the market is at historical high percentiles [10] - The focus is shifting towards sectors highlighted in the government work report, including embodied intelligence, 6G, and AI smartphones and computers, as the market navigates through current challenges [10]