智通财经网·2025-08-13 00:32Market Overview - The market experienced a rebound with the Shanghai Composite Index recording a seven-day rise, and all three major indices reached new highs for the year. The total trading volume in the Shanghai and Shenzhen markets was 1.88 trillion yuan, an increase of 54.5 billion yuan compared to the previous trading day [1] Economic Outlook - Huatai Securities maintains its prediction for the Federal Reserve to initiate its first interest rate cut in September, with a total of two cuts expected within the year. The recent inflation data indicates that tariffs have a mild impact on inflation, reducing constraints on the Fed's rate cut decisions [2] Robotics Industry - CITIC Jiantou highlights the flourishing domestic robotics sector, supported by various local government policies and subsidies. The industry is witnessing advancements in components such as dexterous hands and joint modules, which are expected to accelerate the iteration of embodied intelligent robots [3] Investment Opportunities - CITIC Securities emphasizes the importance of the upcoming mid-year report season for Hong Kong stocks, predicting a slowdown in profit growth for the first half of 2025. However, sectors like retail, education, diversified finance, and gaming are expected to see upward revisions in profit growth [4]