极短线情绪冰点之后板块出现反弹，但周期变盘节点可能尚需观察

Group 1 - The new stock sector experienced a rebound after a short-term emotional low, but the cycle change point may still need observation [1][14] - The average increase of new stocks listed since 2024 is approximately 3.5%, with about 91.4% of new stocks achieving positive returns [1][7] - The current market consensus may not have formed yet, and the rebound may not be sufficient to drive a change in the ongoing adjustment cycle [2][14] Group 2 - The focus remains on technology sectors, particularly in areas like AI and robotics, which have significant long-term development potential [3][14] - The report suggests monitoring sectors that have undergone sufficient adjustment, including innovative pharmaceuticals, aerospace and military, new energy, new consumption, and non-ferrous chemicals [3][14] Group 3 - Upcoming new stocks include Jingchuang Electric, China Uranium Industry, and Moer Thread, with varying industry focuses [4][33] - The average issuance price-earnings ratio for new stocks expected to be listed this week is 25.4X, indicating a relatively restrained pricing strategy [8][33] Group 4 - The report highlights specific companies such as Moer Thread, which is involved in GPU development, and Baiaosaitou, which focuses on gene editing technology [40][41] - The projected revenue growth for Baiaosaitou in 2025 is 37.75%, with a significant increase in net profit expected [41][42]