Group 1: Military Industry - The military sector has potential due to its previous status as a hot topic and recent technical analysis indicating a breakout from a resistance level [1] - Despite a strong mid-term outlook, there is uncertainty about whether it will directly break through or continue to oscillate [1] - Comparatively, sectors like computing power and robotics are currently outperforming the military sector, making competition for investor attention more challenging [1] Group 2: Robotics and Computing Power - The computing power sector, particularly CPUs, is showing strong upward movement, indicating a robust market presence [2] - The robotics sector is also gaining traction, benefiting from its association with the computing power sector [3] - Both sectors are seen as taking market share from other areas, particularly impacting the digital currency sector [2] Group 3: Digital Currency - The digital currency sector is experiencing a decline in trading volume as it loses market share to the computing power and robotics sectors [2] - There is ongoing concern about the potential for a market shift, with the digital currency sector needing to regain momentum to avoid prolonged adjustments [2] Group 4: Securities Sector - The securities sector is currently underperforming, moving in sync with the broader index and showing signs of weakness [3] - It has not been featured in the secondary hot topic list since September 2022, indicating a lack of investor interest [3] - The focus remains on sectors that are currently performing well, with a preference for those listed in the hot topic rankings [3]
和讯投顾都业华:军工目前有点看不清,机器人和算力板块还在往上走