扎堆电子、机械行业，机构11月密集调研这些标的

Group 1 - In November, nearly 770 companies have received institutional research, with Luxshare Precision being the most favored by institutions, followed by BeiGene-U, Huichuan Technology, Anji Technology, and Tongyu Communication [1][2] - The electronic and machinery equipment sectors are the primary focus for institutional research in November, with expectations for significant investment opportunities in 2026, particularly around AI applications and structural prosperity in the machinery industry [1][4] Group 2 - Luxshare Precision has hosted 222 institutional research visits, highlighting its core capabilities in the electrical connection field and the anticipated growth in AI terminal demand over the next one to two years [2][3] - Over half of the companies that have been researched by institutions in November have seen positive market performance, with Huasheng Lithium Battery experiencing a nearly 190% increase in stock price [3] - The electronic industry remains a top choice for institutions, with 92 companies receiving attention, while the machinery equipment sector also saw significant interest [4][5] Group 3 - Institutions are focusing on investment opportunities in emerging technologies, particularly in humanoid robots, solid-state battery equipment, and controllable nuclear fusion, as well as sectors benefiting from interest rate cuts and manufacturing capacity transfers [5]