2025中国算力大会召开，可关注哪些方向？

Market Review - The equity market indices continued to strengthen, with the STAR 50 index showing the largest increase of 13.31% [4][8] - The bond market saw a rise in both short and long-term interest rates, with the 10-year government bond yield increasing by 3.53 basis points to 1.782% [9][13] - The TMT sector performed well, with significant gains in communication (10.84%), electronics (8.95%), and computer industries [4][8] Equity Product Allocation Strategy - Event-driven strategies include focusing on the rare earth sector due to new regulations and the 2025 China Computing Power Conference, which highlights opportunities in related funds [18][19] - The report suggests a balanced core plus barbell strategy, emphasizing dividend and technology sectors, with specific funds recommended for investment [21][25] Fund Market Performance - The equity fund index rose by 3.52%, while the secondary bond fund index increased by 0.61%. However, the medium and short bond fund indices experienced slight declines [16][17] Key Focus Areas - The 2025 China Computing Power Conference emphasizes the importance of computing power for AI technology, with related sectors including chips, communication equipment, and cloud computing [18][19] - Nvidia's new robot brain product launch is expected to attract attention, indicating growth potential in the robotics sector [20][21] Asset Allocation Strategy - The report advocates for a balanced approach with a focus on high-dividend assets and technology, supported by favorable government policies and market conditions [21][22] - The defense and military industry is highlighted as a strategic investment area due to geopolitical tensions and increased government spending [23]