当年狂买白酒！本轮牛市，基金会狂买AI硬件吗？

Group 1: International Technology Companies - Nvidia is allowed to sell H200 AI chips to "approved customers" in China, with 25% of sales revenue going to the US government [1] - Tesla's humanoid robot, Optimus, demonstrated a grasping motion during a fall, raising questions about its capabilities [1] - Google showcased new features of Galaxy XR and announced AI glasses in collaboration with Samsung and others, set to launch next year [1] Group 2: Domestic Technology Developments - Zhipu AI announced the open-sourcing of its core AI Agent model, AutoGLM, potentially allowing anyone to create "Doubao phones" [2] - The launch of Doubao phone assistant on December 1 has triggered reactions from major internet companies [2] - The first MUSA Developer Conference will see the release of a new GPU architecture by Moore Threads on December 19-20 [3] Group 3: Market Overview - A-shares showed mixed performance, with the Shanghai Composite and Shenzhen Component indices down by 0.37% and 0.39%, respectively, while the ChiNext index rose by 0.61% [4] - The trading volume in the Shanghai and Shenzhen markets reached 1.904 trillion yuan, a decrease of 132.7 billion yuan from the previous day [5] - A total of 1,308 stocks rose while 4,058 fell, with a median decline of 0.99% among individual stocks [6] Group 4: Market Sentiment and Trends - The current market pullback is considered normal, with expectations of continued rebound this week [7] - Major indices are close to upper resistance levels, indicating limited rebound space [8] - The market is described as relatively healthy, with reasonable valuations and underlying logic for upward movement remaining intact [8] Group 5: Sector Performance - The market shows structural divergence, with significant trading volumes in semiconductor, communication equipment, and components sectors [9] - The CPO concept stocks continue to reach new highs, indicating strong sector performance [11] - The humanoid robot sector is in a developmental phase, with significant institutional investment, warranting close attention [12] Group 6: Speculative Trends - The commercial aerospace sector experienced fluctuations but still saw several stocks hitting the limit-up [13] - The "Strait West Coast" concept has emerged as a strong speculative theme, with 19 stocks hitting limit-up or over 10% gains [16] - Speculative trading in the Strait West Coast concept is expected to continue as the new year approaches [17]