中金公司：科技领域仍是资金重点配置的方向

Core Viewpoint - The report from CICC indicates that the market's steady upward trend is expected to continue, supported by positive policies, reform expectations, synchronized liquidity easing cycles, and demand driven by the AI technology revolution and energy transformation [1] Group 1: Market Trends - The market is anticipated to benefit from a combination of favorable policies and reform expectations [1] - The synchronization of domestic and international liquidity easing cycles is expected to support market stability [1] Group 2: Investment Focus - The technology sector remains a key focus for capital allocation, particularly in the AI industry chain [1] - Recommended areas for investment include optical communication and cloud computing infrastructure [1] - On the application side, attention is advised for robotics, intelligent driving, and consumer electronics [1]