Group 1 - The market is expected to maintain a long-term upward trend despite short-term adjustments [4] - The consumption and technology sectors, particularly integrated circuits and commercial aerospace, are recommended for continued attention [4] - Overall market resilience is anticipated to strengthen, with liquidity conditions expected to improve [4] Group 2 - The National Development and Reform Commission emphasizes the need to prevent oversaturation of humanoid robot products in the market [3] - New energy storage installations have exceeded 100 million kilowatts, significantly increasing from the end of the 13th Five-Year Plan [3] - The approval of 178 domestic online games in November indicates ongoing regulatory activity in the gaming sector [3]
盘前必读丨发改委将建立健全具身智能行业准入退出机制;迈瑞医疗董事长拟2亿元增持公司股份