软银清仓英伟达，主线板块会熄火吗？

Core Viewpoint - The A-share market is expected to continue its slow bull trend, with potential for new highs, driven by global market dynamics and the Federal Reserve's monetary policy [1] Group 1: A-share Market Outlook - The A-share market is characterized by a slow but steady upward trend, with investors humorously questioning if it is waiting for a downturn in the US market [1] - Global markets, including the EU, Japan, South Korea, and Vietnam, are also reaching new highs, indicating a worldwide bullish sentiment [1] - Current investment strategies suggest value investors should let profits run without leveraging, while trend investors should remain calm and capitalize on the ongoing trends [1] Group 2: Innovation and Robotics - The human-shaped robot sector is receiving mixed signals, with positive government initiatives but low order volumes reported by major firms [3] - Investment focus should be on the upstream supply chain of human-shaped robots, as industrial robots will continue to support supplier demand regardless of the human-shaped robot market's volatility [3] - The demand for industrial robots is linked to downstream sectors such as automotive, electronics, and home appliances, making policy sustainability crucial for stock performance in this area [3] Group 3: AI and Nvidia - SoftBank's divestment from Nvidia to invest in OpenAI is seen as a strategic move rather than a negative outlook on Nvidia, as OpenAI requires significant funding for its operations [5] - Nvidia's performance is closely tied to the AI sector, and as long as AI remains a growth area, Nvidia is expected to maintain its market position [5] - The current valuation of Nvidia is considered high, but this is typical for high-quality assets, and the potential for future growth remains strong [6]