指数V型反转“有点强”！大事件悬而未定，还有哪些投资机会？

Group 1 - Global equity markets are experiencing a rally, with Japanese and South Korean markets leading, while US stocks hit new highs. Hong Kong and A50 futures saw a pullback after initial gains, but overall, the markets closed higher. Key changes to watch include a marginal recovery in China's PMI, record high travel data during the holiday, and improved performance in sectors like dining, cinema, and real estate [1] - The domestic dairy industry is entering a new phase of deep processing, with future capacity expected to exceed 700,000 tons. This is driven by low milk prices and the demand for cost reduction in downstream sectors, promoting the localization of dairy processing brands and raw materials. The B-end processing demand is projected to exceed 26 billion yuan, with high growth driven by baking, ready-to-drink beverages, and Western fast food [3] - The energy storage and lithium battery sectors are expected to see an increase in demand. This year, domestic energy storage demand has exceeded expectations, driven by the full market entry of renewable energy and the widening price gap between peak and valley electricity. The core contradiction remains whether sustained energy storage demand can maintain a 20% growth rate in 2026 [3] Group 2 - The Tesla Optimus project has undergone leadership changes, aiming to lead the emerging world model technology route. Various regions in China are actively establishing embodied intelligence data collection factories, showcasing human video training results. The continuous advancement of embodied intelligent models is expected to accelerate commercialization in the industry [5] - The National Press and Publication Administration has issued 145 domestic game licenses and 11 import licenses, maintaining a high level of domestic licenses while continuing a regular monthly issuance for imports. This stable supply environment is expected to enhance the short-term prosperity of the gaming industry and lay a foundation for product reserves and long-term R&D innovation [5] - The short-term market trend appears weak, with limited new capital entering the market and a weak profit-making effect observed [7]