多数板块机会显现筑底+科技主线回归！节前布局把握主线在哪里？

Group 1 - The A-share market experienced a downward trend last week, with the Shanghai Composite Index facing significant resistance above 3600 points and heavy profit-taking after recent gains [1] - The upcoming expiration of the 90-day suspension of the 24% reciprocal tariffs between China and the U.S. adds uncertainty to market dynamics, despite ongoing negotiations [1] - The A-share market is expected to continue a "slow bull" trend into the second half of 2025, supported by the "National Nine Articles" policy and similar to the "4 trillion" investment strategy [1] Group 2 - Major sectors with net inflows include semiconductors, domestic software, new energy vehicles, lithium batteries, and military industry [1] - Key concepts with net inflows are artificial intelligence, Huawei supply chain, domestic chips, state-owned enterprise reform, and big data [1] - Top individual stocks with net inflows include Sunshine Power, iFlytek, Luxshare Precision, CATL, OmniVision Technologies, Shanghai Electric, Eastmoney, Changdian Technology, Nanda Optoelectronics, and SMIC [1] Group 3 - The three major telecom operators in China are accelerating their AI applications across various sectors, including mining, agriculture, healthcare, and urban governance, as they compete in the computing power market [3] - Both China Mobile and China Telecom reported AI revenues in the tens of billions, indicating a successful transformation driven by AI applications [4] - The implementation of "Artificial Intelligence + Energy" initiatives is expected to benefit the smart power industry, with a projected market size of approximately 180 billion yuan by 2030 [6] Group 4 - The battery and energy management industry is seeing positive revenue growth due to increased sales of new energy vehicles and global energy storage demand [7] - The capital expenditure in the industry is stabilizing, with some segments beginning to expand capacity [7] - The competitive advantages of leading companies in the lithium battery supply chain are expected to grow, driven by technological innovation and international expansion [7] Group 5 - The Shanghai Composite Index showed signs of recovery with a bullish candlestick, indicating potential support at the 3800-point level, but further upward movement is needed to confirm a trend change [11] - The upcoming expiration of the 90-day tariff suspension marks a critical phase, with potential for continued negotiations but significant uncertainty [11] - The market is anticipated to experience wide fluctuations in September, influenced by long-term capital inflows into sectors such as banking, insurance, technology (AI), and consumer goods with solid fundamentals [11]