Group 1 - A-shares experienced a rebound after three days of adjustment, driven by technology stocks, with significant gains in sectors such as lithium batteries, photovoltaics, solid-state batteries, and energy storage on September 5 [1] - The Ministry of Industry and Information Technology and the State Administration for Market Regulation issued a plan for the electronic information manufacturing industry, projecting an average growth rate of around 7% for the value added of large-scale computer, communication, and other electronic device manufacturing industries from 2025 to 2026, with an annual revenue growth rate of over 5% for related fields [1] - The technology sector is currently in a volatile phase, with high trading congestion and financing ratio, indicating potential short-term market overheating, although the long-term investment value remains intact due to policy support and industry cycles [1] Group 2 - The focus for the upcoming year includes several key areas: humanoid robots driven by hardware localization and commercialization, AI infrastructure benefiting from surging computing demand, AI applications integrating with vertical industries, and innovative pharmaceuticals supported by policy and technological advancements [2]
大科技板块反弹 后市行情怎么看？
Cai Fu Zai Xian·2025-09-05 09:28