国君计算机|新兴事物在牛市中弹性最大

Investment Rating - The report suggests a bullish outlook on emerging sectors, particularly in autonomous driving and data elements, indicating that these areas will experience significant growth and investment opportunities [1]. Core Insights - The report emphasizes that the most elastic investments during a bull market are often in emerging sectors, which are in the introduction phase of their lifecycle, characterized by small participant sizes and undeveloped business models, thus offering substantial growth potential [1]. - The upcoming release of Tesla's Robotaxi is highlighted as a major catalyst for the autonomous driving sector, with expectations that it will reignite market interest and lead to breakthroughs in both technology and business models [1]. - The establishment of a national data standard system by the end of 2026 is expected to clarify the commercial models in the data elements sector, addressing current uncertainties and facilitating rapid development in this area [1]. Summary by Sections Autonomous Driving - Tesla is set to unveil its Robotaxi on October 10, which is anticipated to be a pivotal event for the autonomous driving market, potentially leading to significant advancements in technology and new business models [1]. Data Elements - The National Development and Reform Commission and the Data Bureau have issued guidelines for building a national data standard system, aiming to resolve existing policy bottlenecks and clarify business models in the data elements sector [1].