科技前景依旧广阔，“震一震”更健康

Group 1 - The core viewpoint is that the technology sector is expected to remain full of opportunities in 2025-2026, but a short-term adjustment may be necessary in the fourth quarter, suggesting a "buy on dips" strategy [1] - The AI industry continues to show promise, with the expansion cycle of AI computing power in the US expected to remain valid until 2027, and the domestic AI industry is accelerating its catch-up [1] - Historical data indicates that due to significant gains in the third quarter, the technology sector may experience a phase of adjustment followed by recovery in the fourth quarter [1][2] Group 2 - In the third quarter of 2025, the CSI A500 index and the CSI 300 index rose by 21.34% and 17.90% respectively, while the ChiNext index surged by 50.40% [2] - The cumulative increase for the ChiNext AI index was 63.73%, and for the Sci-Tech Innovation Board AI index, it was 51.00% during the same period [2] - The strong performance of the technology sector in both US and A-shares has led to significant profit-taking, which may suppress further increases in the technology sector if market sentiment weakens [2]