Group 1: Market Overview - The market remains strong with a trend of sector rotation, leading to daily account gains reaching new highs [1] - The global cloud computing market is expected to exceed $800 billion by 2025, driven by policies promoting digital economy and new infrastructure [1] - The AI application deployment is expected to drive explosive growth in computing power demand [1] Group 2: Investment Strategies - The company increased its position in the $Xizang Dongcai CSI Cloud Computing and Big Data Theme Index Enhanced C fund by 5000 yuan, focusing on AI computing infrastructure [1] - The company also added 2000 yuan to the $Hongyi Yuanfang Selected Mixed C fund, which has shown impressive performance with a recent increase of over 7% [1] - A new version of the Optimus robot has been revealed, with Tesla planning to produce 50,000 units by 2026, indicating a strong future for the robotics sector [1] Group 3: Sector Performance - The robotics sector continues to show an upward trend, with the company planning to build positions in this area [2] - The $Hongtu Innovation Emerging Industry Flexible Allocation Mixed fund focuses on computing infrastructure and has seen a 122.27% increase over the past year [2] - The semiconductor sector is experiencing a slight decline but maintains an upward trend overall [5]
操作:一分不卖!加仓加仓加仓!小欧全面进攻3个方向
Ge Long Hui·2025-09-17 11:33