Mei Ri Jing Ji Xin Wen·2025-10-09 06:41Core Viewpoint - Recent technological breakthroughs both domestically and internationally indicate strong innovation momentum, with a focus on artificial intelligence and robotics as core directions for investment [1] Group 1: Technological Developments - Significant advancements include Deepseek V3.2-Exp, which enhances long text efficiency, and OpenAI's launch of the Sora2 video model [1] - The technology sector is expected to experience a rotation pattern characterized by "high-level fluctuations—midstream switching—downstream diffusion" despite potential disruptions from U.S. tariffs [1] Group 2: Investment Opportunities - The Sci-Tech Innovation and Entrepreneurship ETF (588360) tracks the Sci-Tech Innovation and Entrepreneurship 50 Index (931643), which selects 50 high market-cap and liquid stocks from the Sci-Tech and Entrepreneurship boards [1] - The index focuses on hard technology and mature innovative enterprises, reflecting the technological barriers and growth performance of China's frontier industries [1]