节后续写中国红

Group 1 - The report indicates that the core view is that the new growth industry prosperity cycle has been established, with AI computing infrastructure holding a core position that remains unshaken, and the application end showing significant advantages in diffusion [5][6][17] - The report highlights that during the National Day holiday, overseas equity markets rose, and external risk appetite remained strong, with sectors such as biotechnology, semiconductor equipment, metal raw materials, and information technology leading in gains [5][16] - The report suggests that the current trend of rising markets is far from over, with a focus on AI computing infrastructure as the main line of investment, while also emphasizing sectors with hard support for performance, such as electric power equipment and non-ferrous metals [5][16] Group 2 - The report notes that the AI computing infrastructure sector is the most critical direction for investment, aligning with institutional preferences for growth trends, while AI applications are seen as the easiest to carry internal valuation diffusion [6][17] - The report identifies a second main line of investment in sectors with hard support or performance exceeding expectations, including electric power equipment (wind power, energy storage, batteries), non-ferrous metals (rare earth permanent magnets, precious metals), and machinery equipment [6][17] - The report emphasizes that the electric power equipment sector benefits from high demand for wind power exports, overseas energy storage, breakthroughs in solid-state batteries, and improvements in power supply equipment due to data center construction [6][17]