Group 1 - The market is experiencing high volatility with increased short-term divergence and accelerated sector rotation, but the long-term upward trend in technology remains intact [1] - After the unexpected rise in August, the market may face short-term fluctuations, yet the overall trend is positive, indicating structural opportunities that should be actively seized [1] Group 2 - Investment focus is on four main areas: 1. Computing infrastructure, which continues to see rising demand, particularly in sectors like computing chips, optical communication, PCB, and liquid cooling [2] 2. The explosive potential of AI applications, with the ongoing improvement of AI infrastructure and technology leading to the emergence of blockbuster products in both edge and cloud applications [2] 3. Embodied intelligence scenarios, including humanoid robots, autonomous vehicles, and drones, which are expected to benefit from advancements in AI capabilities [2] 4. Emerging industries supported by policy, especially those highlighted in the "14th Five-Year Plan," which will be important for medium to long-term investment [2] - Future market dynamics, such as style rebalancing and the performance of small-cap stocks, will be key areas of focus [2]
长城基金刘疆：中期看好市场行情 关注算力基础设施与AI应用
Xin Lang Ji Jin·2025-09-24 01:45