早盘直击 | 今日行情关注

Group 1 - The core viewpoint of the articles indicates that the market is experiencing a positive upward trend, with the Shanghai Composite Index reaching new highs and the Sci-Tech 50 Index leading the gains [1][3] - The market is expected to remain optimistic due to multiple catalysts across various industries, including the launch of hydropower stations, potential recovery of H20 chip exports, and significant events like the World Artificial Intelligence Conference and the World Robot Expo [1][2] - The market may face two potential paths after breaking the 3500-point mark: either continuing the upward trend to challenge the previous high of 3674 points or undergoing a consolidation phase before making that challenge [1] Group 2 - In August, the technology sector is anticipated to gain momentum, shifting market focus from defensive stocks like banks to growth-oriented technology stocks, driven by catalysts such as the AI conference and the upcoming World Robot Expo [2] - The semiconductor industry is highlighted as a key area for growth, with a focus on domestic production across various segments including semiconductor equipment, wafer manufacturing, and IC design [2] - The military industry is expected to see a rebound in orders by 2025, with signs of recovery already appearing in quarterly reports for various military sub-sectors [2]