9月26日每日研选 | 关注科技成长主线 兼顾红利防御方向

Group 1: Market Overview - The overall market shows strong resilience, maintaining a trend of upward fluctuations despite reduced trading volume, with no significant signs of capital withdrawal [1] - The technology sector is expected to remain a core focus for the market, with a potential shift from "technology-led growth" to "balanced allocation" in the near future [1] - The dividend sector is also anticipated to highlight its allocation value [1] Group 2: Investment Strategies - Investors are advised to temporarily avoid sectors with high financing ratios due to the low probability of market gains before the National Day holiday [1] - The banking sector is noted for its solid bottom support in the current market environment, making it a suitable area for moderate investment [1] Group 3: Robotics Sector - The humanoid robot sector is transitioning from thematic investment to mass production expectations, driven by supply chain certainty and hardware innovation [2] - The upcoming release of Tesla's Gen3 robot is expected to clarify hardware standardization and production timelines, presenting historical opportunities for the sector [2] Group 4: Advanced Robotics Components - The demand for domestic dexterous hands is broad, with prices decreasing, facilitating faster market adoption in specialized and industrial scenarios [3] - Key components to watch include complete dexterous hands, drive motors, lead screws, reducers, sensors, and PEEK materials [3] Group 5: AI and Storage Industry - Huawei's announcement of its Ascend AI chip development roadmap is expected to enhance the market penetration of domestic computing chips [4] - The domestic advanced manufacturing sector is in an expansion phase, benefiting equipment manufacturers directly [4] - A new cyclical update in the storage sector is anticipated next year, following the technological iteration patterns [4]