机构看好科技主线行情 这些领域值得布局

Group 1 - The technology sector has shown strong performance this year, with significant gains in communication and electronics industries, and various concept indices exceeding 100% growth [2][4] - Funds heavily invested in technology stocks, such as Dongwu New Trend Value Line and Invesco Great Wall Stable Return A, have achieved notable returns over the past three years, ranking high in performance [2][4] - Institutions maintain an optimistic outlook on technology stocks, with a focus on AI and high-end manufacturing as key investment themes [2][4] Group 2 - Specific investment opportunities include chips, solid-state batteries, AI, and humanoid robots, as highlighted by various funds [4][5] - The semiconductor sector is expected to see structural growth in AI demand, particularly in edge AI chips, with a focus on semiconductor equipment and advanced packaging [4][5] - The solid-state battery industry is at a critical point of industrialization, warranting attention to its supply chain and related sectors like high-efficiency photovoltaics and large-capacity wind power [4][5] Group 3 - The AI sector is currently in a high-growth phase, with recommendations to focus on AI agents and edge applications, particularly companies with significant AI revenue [5] - The performance and growth potential of the optical module and PCB industries are highlighted as having strong earnings certainty and growth prospects [5] - Innovations in cooling, power supply, and connectors are expected to reshape the industry landscape and profit distribution [5]