长盛基金杨秋鹏：下半年持续看好成长板块

Group 1 - The A-share equity market is expected to stabilize and improve in the second half of the year, with structural differentiation likely to intensify [1] - The investment opportunities in the growth sector are favored, particularly in AI computing applications, domestic semiconductor equipment and materials, and innovative pharmaceuticals [1] - The technology sector is a key direction for domestic economic transformation and industrial upgrading, supported by strong policy backing and significant long-term investment value [1] Group 2 - Chinese companies have significant advantages in specific AI application areas such as image editing and video production, with several firms leading in the global market and generating considerable revenue [2] - More Chinese enterprises with scene advantages are expected to emerge, and their performance will gradually reflect in the financial statements of listed companies [2]