帮主郑重早间观察：从芯片博弈到A股布局，这波行情的“里子”在哪？

Group 1 - The U.S. government is considering allowing NVIDIA to sell H200 chips to China, which reflects the global technology competition and presents both challenges and opportunities for domestic GPU companies in China, such as Moore Threads [3] - The recent adjustment in the A-share market, with the Shanghai Composite Index falling below 3900 points, is seen as a buying opportunity rather than a cause for concern, as the underlying fundamentals supporting the market's rise remain unchanged [3] - Analysts suggest focusing on sectors like defensive dividend stocks, technology stocks, innovative pharmaceuticals, military industry, AI computing, storage, and cyclical stocks in basic chemicals and industrial technology for potential investment [3] Group 2 - Advances in solid-state batteries could lead to electric vehicles achieving over 1000 kilometers of range, making related companies in the supply chain worth monitoring [4] - The MSCI China Index has adjusted to include 26 new stocks, which will attract passive fund allocations, signaling potential investment opportunities [4] - The debut of Moore Threads as the first domestic GPU stock presents an opportunity for investors interested in new shares, alongside collaborations in humanoid robotics involving companies like Zhongding and Fourier Intelligence [5] Group 3 - The current market volatility should not deter long-term investors, as companies with genuine technology and growth potential represent good entry points during market adjustments [5] - The focus should remain on long-term trends in technology growth, high-end manufacturing, and renewable energy, as long as the fundamentals are intact [5]