Group 1 - The capital market is entering a practical phase of an industrial revolution driven by policies, technological advancements, and capital investments [1] - New AI regulations have clarified the operational landscape for AI companies, reducing uncertainty and allowing for increased investment in AI applications [2] - Major tech exhibitions in September showcased significant advancements in technology, leading to a reevaluation of the value of domestic alternatives and computing power autonomy [3] Group 2 - The introduction of new vehicles by Huawei has disrupted the automotive market, transforming cars into intelligent terminals and boosting related stocks [4] - The expectation of interest rate cuts by the Federal Reserve is providing a favorable environment for tech growth stocks, attracting foreign investment back to emerging markets [5] - The current technological and policy-driven cycle is characterized by tangible advancements and a clear investment direction, encouraging deeper understanding of underlying technological changes [7]
九月狂飙：当科技不再“画饼”，资本开始“扫货”
Sou Hu Cai Jing·2025-09-30 09:14