指数上攻“不看空”！七翻身行情要来了，还有哪些投资机会？

Group 1 - The macroeconomic landscape is expected to show resilience in the short term, with a shift from "grabbing transshipment" to "grabbing exports," indicating a potential improvement in external demand [1] - The top five sectors with net inflows include military industry, non-ferrous metals, copper, PCB boards, and charging piles, suggesting strong investor interest in these areas [1] - The A-share market is anticipated to maintain stability with the support of long-term capital inflows, driven by policies from the Central Huijin Investment Ltd [1] Group 2 - The humanoid robot industry is expected to drive significant growth in the bearing market, with domestic companies poised to benefit from the acceleration of domestic substitution [3] - The recent enactment of the stablecoin regulation in Hong Kong is drawing attention to related stocks, although the industry is still in its early stages and may face challenges in short-term performance [3] - The introduction of multiple economic stimulus policies is expected to stabilize expectations and enhance early effectiveness, particularly in the "two new" and "two heavy" sectors [5] Group 3 - The stock market is experiencing a strong upward trend, with significant inflows of new capital, although the overall market profitability remains weak [7] - The Shanghai Composite Index has shown a rebound without filling the gap, indicating a strong market sentiment influenced by external market performance [11] - The focus on sectors with low exposure to U.S. tariffs, such as engineering machinery and commercial vehicles, is recommended for investors [11]