科技反弹，能持续吗？

Group 1 - The core point of the article is that the recent rebound in the technology sector is primarily influenced by the attitude of capital, with macro data remaining acceptable and policy resources shifting towards industrial upgrades and technological breakthroughs [1][3] - The domestic market has stabilized, particularly with a short-term rebound in the technology sector, driven by positive performance in communication equipment, especially optical modules, and a recovery in artificial intelligence and robotics [3] - There are rumors that leading companies may secure large overseas orders, significantly revising revenue and profit expectations for 2026, although these claims have not been officially confirmed [3] Group 2 - The easing of external environmental risks, particularly the softening of US-China relations, is seen as a key driver for the market recovery rather than the industry developments themselves [3] - Recent statements from the US indicate that the focus of upcoming US-China negotiations will include three main topics: China's rare earth regulations, the purchase of US soybeans, and the control of addictive substances like fentanyl, suggesting potential for substantive outcomes in the near future [4] - The upcoming summit in South Korea is anticipated to yield positive news, contributing to improved market sentiment [4]