和讯投顾吴青宇：靴子落地后，这个方向后续仍有较多参与机会

Core Viewpoint - The market is entering a new rotation cycle with a focus on PCB and CPU sectors, while low-priced stocks show mixed performance but still present speculative opportunities in robotics and real estate sectors [1] Sector Analysis - PCB and CPU Sectors: These sectors are experiencing significant upward movement, indicating a potential consensus among investors for the foreseeable future [1] - Robotics and Real Estate: Speculative opportunities are identified in these sectors, particularly as they are linked to current hot topics and are in a rebound cycle [1] - Financial Sector: The financial sector is under pressure due to the upcoming Federal Reserve interest rate decision, with mixed performance among major financial stocks [1] Federal Reserve Impact - Interest Rate Decision: The market is anticipating a 25 basis point rate cut, which is seen as a major positive for the market. However, a potential 50 basis point cut could lead to short-term negative reactions due to lowered expectations for future cuts [1] - Market Reactions: A 25 basis point cut is likely to result in a direct market rally, while a 50 basis point cut may cause initial declines followed by recovery [1] Commodity and Material Sectors - Beneficiaries of Rate Cuts: The non-ferrous and bulk commodity sectors are expected to benefit from the anticipated rate cuts, with metals like gold, silver, copper, iron, and cobalt already showing upward trends in September [1]