帮主郑重：“关税+AI”中长线核心标的清单（附逻辑+关注节点）

Group 1: Tariff Beneficiary Directions - Midea Group is positioned as a leading home appliance manufacturer with over 40% of its revenue from overseas markets, benefiting from potential tariff reductions that could lower export costs and enhance market share in white goods and small appliances, especially as its current valuation is at a historical low [3] - Fuyao Glass, a leader in automotive components, holds over 25% of the global automotive glass market and is well-positioned to benefit from tariff relaxations in the U.S. automotive sector, with strong demand for high-end glass driven by the increasing penetration of electric vehicles [4] - Kuka Home, a leader in light industry exports, has nearly 50% of its revenue from overseas, primarily targeting the U.S. and European markets, and stands to gain from reduced tariffs that would enhance net profits, supported by a mature overseas distribution network and rapid growth in cross-border e-commerce [5] Group 2: AI Long-term Directions - Zhongji Xuchuang is a key player in optical modules, with a strong position in the global market for 800G/1.6T optical modules, essential for AI computing centers, and has seen a 30%+ decline in valuation from the peak of AI hype, making it a compelling investment opportunity [6] - iFlytek is a leader in AI applications, focusing on To B/To G applications in education, healthcare, and industrial quality inspection, with significant commercial success and stable order flow supported by government policies favoring domestic AI development [7] - Industrial Fulian is the largest AI server manufacturer globally, supplying major companies like Nvidia and Microsoft, with over 30% of the global AI server market share, and is experiencing growth driven by surging demand for computing power, while maintaining a low valuation and stable dividend yield [8]