假期重点速递丨中国入境旅游市场订单激增；券商：外部冲击影响加大，充分备足预案，大科技板块投资热度有望恢复

Group 1: Cross-Border Tourism and Economic Growth - The Chinese inbound tourism market is experiencing significant growth potential, with predictions of a 4 to 8 times increase in market size over the next decade [1] - Current inbound tourism revenue accounts for only 0.5% of China's GDP, compared to 2% in Italy and France, indicating substantial room for growth [1] Group 2: Currency Exchange and Market Dynamics - The offshore RMB exchange rate saw a significant increase, rising over 600 basis points in a single day, driven by improved expectations for China's foreign trade environment and actions by major U.S. retailers [2] - The A-share market is experiencing a period of low trading volume and sector rotation, with certain industries like automotive parts and software development performing well [3] Group 3: Market Analysis and Investment Strategy - The average P/E ratios for the Shanghai Composite Index and the ChiNext Index are at 13.97 and 34.47 respectively, indicating a suitable environment for medium to long-term investments [3] - The market is expected to continue a structural trend driven by policies and performance, with a focus on sectors with high earnings certainty and clear policy catalysts [3] Group 4: Policy and Economic Outlook - The Central Political Bureau meeting highlighted the need for proactive macroeconomic policies to support economic recovery, with a GDP growth of 5.4% in Q1 exceeding expectations [4][5] - Emphasis on stabilizing and activating the capital market, with a focus on technology and consumption sectors, is expected to enhance market stability [5][6] Group 5: Robotics and Technology Investment - The development of dexterous hands for humanoid robots is set to accelerate, with significant advancements expected by 2025, enhancing the operational capabilities of robots [7] - The market for humanoid robots is projected to reach approximately 90 billion by 2030, with key components like tactile sensors and motors being critical for growth [9] Group 6: Domestic Innovation and Technology Independence - The domestic innovation industry is entering a phase of accelerated growth, with a projected market size of 26,559 billion by 2026 [10] - The urgency for technological self-sufficiency is increasing due to external uncertainties, with government policies supporting the development of domestic software and hardware solutions [11][12]