Group 1 - The US stock market indices collectively rose, with major tech stocks mostly increasing, while popular Chinese concept stocks mostly declined. The recommendation is to participate with light positions [2] - The market experienced narrow fluctuations with a continued decrease in trading volume, indicating a potential for a bottoming out as lower trading volumes may support a halt in the downtrend [2] Group 2 - Google has made progress in optical circuit switch (OCS) technology, actively testing a new OCS solution based on piezoelectric ceramics (DLBS) to optimize network performance for its AI supercomputing clusters [3] - The Chinese chip industry is entering a period of accelerated development, with the scale of intelligent computing power expected to reach 725.3 billion billion operations per second (EFLOPS) in 2024, a year-on-year increase of 74.1% [4] - The development of brain-machine interface medical robots is advancing, providing new rehabilitation methods for patients with motor function disorders, supported by the establishment of related standards for safety and effectiveness [5] Group 3 - The nuclear power equipment industry is set to benefit from favorable policies, with the National Energy Administration promoting high-quality development and improvements in key equipment reliability and stability [6] - The Ministry of Industry and Information Technology and the National Development and Reform Commission have issued guidelines to promote high-quality development in industrial parks, encouraging digital transformation and the deployment of advanced technologies [7]

Core Viewpoint - The company is actively developing its robotics industry in alignment with national strategic directions, focusing on "Artificial Intelligence + Robotics" and "Controlled Nuclear Fusion Key Structural Materials + Nuclear Power Equipment" [2] Group 1: Investment Strategy - The company has established a strategic investment layout in the robotics sector, with three equity investment projects: Jiateng Robotics, Ruoyu Technology, and Leju Robotics [2] - A strategic cooperation agreement was signed with Leju Robotics on July 21, 2025, to collaborate on humanoid robot production, after-sales service, skills training, and market sales [2] Group 2: Future Plans - The company plans to complete its equity investment in Leju Robotics by the first half of 2025, further solidifying its position in the "Artificial Intelligence + Robotics" field [2] - The company is committed to fulfilling information disclosure obligations regarding the implementation of subsequent cooperation matters in accordance with legal regulations [2]