固态电池+人型机器人+AI数据中心，公司已切入宇树科技供应链、推出高容量圆柱电芯！

Main Points - The current market correction suggests that previously outperforming sectors are likely to slow down, while other sectors with slower growth may present better value [1] - Historical data indicates that when the top 1% of companies account for 20% of trading volume, it often signals a significant market shift, which could indicate either a reversal or a change in leading sectors [1][2] - The preference for "high cut next high" over "high cut low" is emphasized, as the former allows investors to capture the early momentum of a bull market [2] Investment Recommendations - The "main wave of computing power" is still ongoing, with three main lines of investment suggested: 1. "Hard currency" sectors under de-globalization, including gold, resources, banks, insurance, and public utilities [3] 2. "Hard technology" sectors such as innovative pharmaceuticals and AI computing power [3] 3. Sectors benefiting from "anti-involution" trends, including photovoltaic, wind power equipment, lithium batteries, and fiberglass [3] Industry Tracking - Shanghai has initiated its first round of subsidies aimed at AI advertising and marketing, supporting the development of AI-enabled digital advertising [4] - The policy encourages the application of foundational models in advertising innovation, with financial support of up to 12 million yuan available for projects [4] - The AI application in large enterprises is advancing rapidly in areas like ERP, CRM, and digital marketing, benefiting from strong data governance and capital expenditure [5] - Analysts believe that the computing power sector, with superior growth rates, will be favored during the earnings disclosure period, particularly in September, which is characterized by a lack of earnings reports [5]