科技王者归来！机构称行业配置上把握“大科技”主线，关注AI算力

Core Viewpoint - The technology sector in both A-shares and Hong Kong stocks is experiencing a significant resurgence, driven by a focus on original innovation and key core technologies, as emphasized in recent meetings and announcements [1][2]. Group 1: Market Performance - A-shares, particularly the Growth Enterprise Market and the Sci-Tech Innovation 50 indices, saw substantial gains in the afternoon, with major ETFs like the Sci-Tech Innovation 50 ETF (159783) and Cloud Computing 50 ETF (516630) rising over 2% [1]. - In Hong Kong, the Hang Seng Technology Index increased by more than 1.5%, with the largest Hang Seng Technology Index ETF (513180) following suit, rising nearly 2% [1]. Group 2: Strategic Focus - The emphasis on "original innovation and key core technologies" indicates a heightened urgency for technological self-sufficiency, with priority sectors identified as new energy, new materials, aerospace, and low-altitude economy [1]. - Future industry directions include quantum technology, biomanufacturing, hydrogen and nuclear fusion energy, brain-computer interfaces, embodied intelligence, and sixth-generation mobile communications [1]. - Key technology breakthroughs are targeted in integrated circuits, industrial mother machines, and high-end instruments, while digital economy initiatives are particularly focused on artificial intelligence [1]. Group 3: Investment Recommendations - The industry is advised to focus on the "big technology" theme, with attention on AI computing power and applications, robotics, high-end equipment manufacturing (including semiconductor supply chains, solid-state batteries, energy storage, and aerospace), new materials, and future industries [1]. - There is a recommendation to pay attention to "mergers and acquisitions" as a significant theme in the current market landscape [1].