操作:注意!撤退,紧急撤退2个板块!大幅抄底3个方向
Ge Long Hui·2025-12-30 16:59

Group 1 - The market is experiencing differentiation, with a positive outlook for certain sectors, particularly robotics, non-ferrous metals, and semiconductor industries, indicating a potential upward trend [1] - The semiconductor industry is in an upward cycle driven by "AI-driven" and "domestic substitution" trends, with global AI chip demand continuing to surge, benefiting the entire supply chain [2] - The performance of the semiconductor sector has been strong, with the index tracking the semiconductor industry rising over 57% this year, indicating robust growth potential [2] Group 2 - The artificial intelligence sector is showing an upward trend, supported by favorable policies from the Ministry of Industry and Information Technology, which emphasizes the importance of AI in various industries [3] - The AI index closely follows the entire AI industry chain, with a focus on zero-fee purchases and convenient operations, reflecting a growing interest in AI investments [4] - The semiconductor sector is expected to continue its upward trajectory, with significant opportunities arising from strong AI demand and the ongoing domestic substitution process, particularly in high-end fields [4] Group 3 - The chemical sector is showing strong performance, with expectations for further upward movement, indicating a potential investment opportunity [6] - Gold prices are currently adjusting, with a focus on potential buying opportunities if a bottom is established around the 20-day moving average [6] - The satellite communication sector is in a rebound phase, maintaining an upward trend, suggesting continued interest in this area [6]