近期科技股行情怎么看？

Group 1 - The market showed a strong upward trend in July, driven by expectations of policy catalysts and stimulus, with the Shanghai Composite Index reaching a new high [1] - The basic investment logic based on financial report guidance was fully reflected in July, as the market focused on companies with strong performance forecasts [1] - The AI industry chain, particularly segments like optical modules and PCBs, experienced significant price increases due to strong half-year report forecasts and overseas AI companies reaching new highs [1] Group 2 - Downstream demand is being continuously revised upward, with major overseas internet cloud companies reporting capital expenditures that exceeded market expectations, indicating a positive outlook for future capital spending [2] - The demand for optical modules and PCB companies is also being revised upward, reflecting a high level of industry prosperity [2] - Concerns regarding AI computing power demand and tariffs have eased significantly in July, leading to notable price increases in the overseas computing power industry chain [2] Group 3 - The domestic substitution trend has shown some performance improvement, with expectations for a recovery in the expansion pace of domestic wafer fabs in the second half of the year [3] - The storage sector has seen price increases, driven by high demand in the server storage market and supply constraints in the consumer market [3] - The market's focus on technology growth sectors has increased, with opportunities identified in both overseas export chains and domestic semiconductor industry chains [3]