SIASUN(SZ:300024) 2 1 Shi Ji Jing Ji Bao Dao·2025-07-08 06:58Group 1 - The core viewpoint of the news highlights the strong performance of robotics concept stocks, particularly the robotics ETF (159770), which has seen a year-to-date increase of 5.71% as of July 7, 2023, and has attracted nearly 290 million yuan in net inflows over the past 10 days [1] - The robotics ETF (159770) closely tracks the CSI Robotics Index and includes major sectors such as manufacturing and information technology services, with significant holdings in companies like Huichuan Technology, iFlytek, and Stone Technology [1] - The Shanghai municipal government has approved a significant opinion to deepen the construction of an international technology innovation center, emphasizing the need for breakthroughs in key core technologies and supporting the growth of leading industries such as integrated circuits, biomedicine, and artificial intelligence [2] Group 2 - Market expectations are improving, with a clear focus on the technology sector, particularly in artificial intelligence and robotics, as well as consumer sectors benefiting from policy support [2] - Analysts suggest that the market opportunities remain structurally driven, with recommendations to focus on technology and consumer sectors, as well as industries with significant policy catalysts such as military and aerospace [2] - Recent industry structure indicates a favorable environment for mid-term investments in technology and finance, with short-term attention on sectors like innovative pharmaceuticals, artificial intelligence applications, and robotics [2]