长城基金储雯玉：关注消费电子、端侧AI

Group 1 - The market is experiencing increased short-term divergence and a noticeable acceleration in industry rotation, with the technology sector undergoing a phase of adjustment but maintaining a long-term upward industrial logic [1] - The consumption electronics industry is heating up as September marks the peak season, with major smartphone brands set to release new products and the upcoming launch of Meta's Celeste smart glasses [1] - Investment opportunities in the upcoming wave of technological innovation should focus on specific sectors such as consumer electronics, robotics, military industry, and innovative pharmaceuticals, as suggested by Changcheng Fund's research department [1] Group 2 - As the third-quarter reports approach, the market is likely to pay attention to consumer electronics and edge AI design companies that show marginal changes, with important meetings in October potentially signaling industry support [1]