Core Viewpoint - The market anticipates a 25 basis point interest rate cut from the Federal Reserve, with a 50 basis point cut seen as exceeding expectations. The current market conditions have already priced in this potential benefit, suggesting limited movement regardless of the outcome [1]. Market Analysis - Despite a market increase, buying interest remains stagnant at around 1700, indicating that major players are in a wait-and-see mode ahead of the Federal Reserve's decision [3]. - Selling pressure has decreased slightly, with over 200 sell orders, which is considered a normal level, suggesting that there is no significant capital outflow at this time [3]. Sector Performance - The robotics sector has shown strong performance, with 27 companies hitting the daily limit up, indicating a robust interest in this area. Other sectors such as logistics, new energy, and real estate have shown limited activity, highlighting a lack of new market hotspots [6]. - The artificial intelligence sector is identified as the most certain investment direction, with expectations that institutional investors will continue to compete for shares in high-growth areas [6]. Price Trends - The price of HDDs has increased significantly, with 1TB drives now costing between 100 to 150 yuan, compared to the previous price of 50 yuan. This price surge reflects strong market demand and has implications for purchasing strategies in related sectors [1]. - The market is currently characterized by a lack of continuity in hot sectors, which could lead to a situation where even if the market improves, major players may not diversify into non-AI sectors [6]. Stock Movement - A significant number of stocks have experienced consecutive declines, with 483 stocks down for three days and 96 stocks down for four days. This trend suggests a continued weakness in the market, with potential opportunities for bottom-fishing in AI-related stocks that are currently consolidating [8].