午评：算力+消费发力，下午可盯紧这些机会

Group 1 - The market is experiencing a shift of funds from low-prosperity sectors to areas with clear policy support and industry trends, with a focus on sectors like computing power, innovative pharmaceuticals, and consumer recovery [1][2][3] - A-shares and Hong Kong stocks showed a synchronized upward trend, with the ChiNext Index leading with a 1.13% increase, reflecting active trading and heightened investor enthusiasm [1][2] - The technology and consumer sectors are driving market performance, with notable gains in communication, electronics, and computing sectors in A-shares, and a strong performance in the healthcare sector in Hong Kong [2][3] Group 2 - Policy support and industrial transformation are creating a significant resonance effect, particularly in AI and new energy sectors, which are benefiting from strong domestic policy backing amid U.S.-China tech competition [3] - The consumer sector is seeing a gradual release of domestic demand potential due to the removal of consumption restrictions and the optimization of policies like trade-in programs [3] - Investment strategies should focus on three main lines: AI hardware and robotics in the tech sector, new consumption opportunities supported by policy, and the strategic value of non-ferrous metals amid industrial upgrades and global supply chain restructuring [3]