《朝着建成科技强国的宏伟目标奋勇前进》点评：拥抱科技，新质助力破局

Group 1: Technology's Role in Modernization - The article emphasizes the fundamental role of technology in China's modernization, aiming to establish the country as a technological powerhouse by 2035[3] - Five essential elements for achieving this goal include foundational research, core technology breakthroughs, international influence, high-level talent cultivation, and a robust governance system[3] - The article suggests that technology can address the current economic issue of insufficient effective demand, particularly in consumer spending[3] Group 2: Impact on Industries and Consumption - High-tech products are expected to stimulate consumer purchasing willingness, particularly through the replacement of traditional appliances with smart home devices[3] - Emerging industries such as commercial aerospace, low-altitude economy, and deep-sea technology are anticipated to grow, creating demand from the supply side[4] - Technological advancements are projected to enhance domestic brands' sales and market share, particularly in the electric vehicle sector, leading to significant increases in both domestic market share and export volumes[5] Group 3: Cost Reduction and Competitive Edge - Technological progress is seen as a means to overcome foreign technology blockades and reduce costs, exemplified by domestic models like Deepseek addressing access issues to U.S. AI technologies[5] - The report highlights that domestically developed large models are generally cheaper than ChatGPT, thus lowering operational costs for companies[5] Group 4: Risks and Considerations - Potential risks include economic data or corporate earnings falling below expectations, which could affect investor sentiment in the A-share market[6] - The impact of U.S. tariffs and escalating technology restrictions may pose additional challenges to the market[6]