重大！明天这四个方向要盯紧了，政策与全球巨头都在猛推，节奏别踏错

Market Overview - The market is expected to face a technical test on January 8, with the index deviating from the 5-day moving average, indicating a potential need for a pullback or consolidation [1] - The market may attempt to test resistance around 4098 points, but caution is advised as a quick rise could lead to a pullback [3] - Key support levels to watch are around 4071 points and 4056 points, indicating a current state of consolidation [3] Sector Focus - Commercial Aerospace: Driven by SpaceX's ambitious plans to scale production, the domestic industry is seeing advancements in reusable rocket technology and increased visibility of orders. Key companies include Zhongguang Fanglong and Aerospace Development [5] - Semiconductors: The demand for high-performance storage chips is rising due to AI applications, with companies like SanDisk experiencing significant stock price increases. The advanced packaging market is also growing rapidly, particularly in China [7][8] - Industrial AI: Supported by government initiatives, the integration of AI in manufacturing processes is expected to enhance efficiency and reduce costs. Companies like Hand Information and Baoxin Software are positioned well in this sector [10] - Robotics: The open-source movement led by NVIDIA is accelerating the development of robots, particularly humanoid robots, making them more accessible for various applications. The global humanoid robot market is projected to grow over 26% annually [12] Investment Opportunities - The market is in a phase of sector rotation, with a focus on commercial aerospace, semiconductors, industrial AI, and robotics as key areas for potential investment. These sectors align with global trends and domestic policy support [13]