帮主郑重：外围大涨+政策发力！8月7日A股策略，这三大板块值得关注

Market Overview - The US stock market experienced significant gains, with major indices reaching new highs, driven by Apple's announcement of an additional $100 billion investment in the US and Tesla's advancements in its FSD system [3] - The positive sentiment in the US market is expected to influence the A-share market positively [3] Policy and Industry Support - A joint policy from seven departments emphasizes financial support for key sectors such as integrated circuits, industrial mother machines, and medical equipment, which is seen as a direct benefit for the semiconductor and high-end manufacturing sectors [3] - The implementation plan for the embodied intelligence industry in Shanghai, along with the upcoming World Robot Conference, is expected to create opportunities in the robotics and AI computing sectors, with visibility of core component orders extending to 2026 [3] Technical Analysis - The Shanghai Composite Index closed at 3633.99 points with a 0.45% increase and a trading volume of 707.2 billion yuan, indicating a bullish trend as it broke through the short-term resistance level of 3609 points [4] - The RSI indicator has risen to 58, suggesting a moderately strong market, although there are signals of potential technical corrections if the index approaches 3674 points without sufficient volume [4] Capital Flow - Northbound capital saw a net outflow of 6.251 billion yuan, primarily reducing positions in electronics, banking, and home appliances, while defensive sectors like public utilities and transportation received increased investment [4] - Domestic capital also experienced a net outflow of 9.652 billion yuan, indicating a short-term speculative mindset, although retail investors showed signs of recovery with a net inflow of 23.6 billion yuan [4] Investment Strategy - The A-share market is likely to open higher, with aggressive investors advised to focus on sectors benefiting from policy support, such as brokerage firms, artificial intelligence, and innovative pharmaceuticals [5] - The Tesla FSD supply chain, including camera modules, AI chips, and high-precision maps, presents clear domestic replacement opportunities [5] - Defensive investments in public utilities and high-dividend banking stocks are recommended for conservative investors [5] Long-term Considerations - Despite short-term market recovery, long-term investors should monitor inflationary pressures indicated by July CPI and PPI data, as well as geopolitical risks related to US tariffs and the Iran nuclear issue [6] - Key long-term investment themes include technology (semiconductors, computing power), high-end manufacturing (robots, industrial mother machines), and consumer recovery (food and beverage, home appliances) [6]