公募开年“调研忙” 人工智能、商业航天等领域受青睐

Group 1 - Public fund institutions have actively engaged in research activities, with 145 institutions participating in A-share listed company investigations, covering 154 stocks across 26 industries, totaling 999 research instances as of January 13 [1] - The focus of public fund institutions' research has been on sectors such as technology, including computer, electronics, and biomedicine, with particular interest in cutting-edge areas like digital currency, artificial intelligence, robotics, brain-machine interfaces, and commercial aerospace [2] - High-end manufacturing sectors, including commercial aerospace and precision manufacturing, continue to attract attention from public fund institutions, indicating a preference for growth industries with technological barriers that align with national strategic directions [3] Group 2 - Public fund institutions have adopted a more pragmatic and detailed approach in their inquiries, focusing on the specific IT transformation demands brought by policies, the profitability of new business models, and the visibility of orders in the robotics sector [4] - The recent intensive research activities reflect a positive market positioning by public fund institutions for the beginning of 2026, with expectations for A-shares to stabilize at key levels [5] - Investment strategies are leaning towards technology, non-bank financials, and cyclical sectors, with a particular emphasis on domestic computing power and AI application-related stocks that offer good value [5]