投资大家谈 | 长城基金科技+：结构性行情或将延续，关注AI产业进展

Core Viewpoint - The article emphasizes the increasing divergence in the market and the rapid rotation of industries, particularly in the technology sector, which is expected to maintain a long-term upward trajectory supported by policy reinforcement and improving market sentiment [1]. Group 1: Technology Sector Insights - The technology investment managers at Great Wall Fund are focused on identifying investment opportunities arising from the wave of technological innovation, aiming to make "timely investments" that align with current trends [2]. - Continuous attention is being paid to changes in the AI industry, with a focus on domestic computing power and AI applications as potential investment opportunities [3]. - Investment directions include AI sub-sectors such as liquid cooling, power supply, and AI applications, as well as companies with strong overseas performance [4]. - The consumption electronics sector is expected to gain attention as the market enters a peak season, with major smartphone brands launching new products [1][6]. Group 2: Market Trends and Predictions - The market is anticipated to experience fluctuations, but there are significant investment opportunities in sectors like consumer electronics, robotics, and military industry, especially after the recent military parade [5][7]. - The upcoming quarterly reports are likely to draw attention to consumer electronics and AI design companies, with important meetings in October potentially signaling industry support [6]. - The military sector remains a focus, with expectations of continued interest from long-term investors due to upcoming milestones and contracts [7]. - The AI application sector is highlighted as a key area for investment, particularly following the release of GPT-5, which has led to a market correction [8]. Group 3: Structural Opportunities - The market outlook remains optimistic, with a focus on structural opportunities driven by improving fundamentals and easing overseas risks [11]. - The performance of the computing power chain is expected to improve, with rising earnings expectations for major companies [11][12]. - Investment opportunities are identified in infrastructure related to computing power, AI capabilities, and emerging sectors such as humanoid robots and autonomous vehicles [13].