总而言之，就是大家别再忧心大盘会调到什么位置，调下来看你的这个票是不是机会就行了，也别呢太 激动的就去追那些券商，多元金融啊呃没有呈现板块行情，他们一呈现板块行情，那不又重现去年924 的那波走法吗？那样的走法的话显然是不太符合市场的节奏的，因为你看924就涨到国庆节前，然后后 面就是长期的这种震荡，显然是不太合适的，所以震荡的这种慢牛爬升调一调，比如下半个月把3500点 夯实，震荡之后，然后后面慢慢走高，这就是比较明朗的。 第二个方面就是资金，昨天大家看到央行提前发布预告，15号进行了14,000亿的买断式逆回购，同时当 天进行了7天逆回购的补充流动性，今天继续补充流动性。这个时间点如果朋友们说只是税息，那实际 上这个时候市场的资金面上利率水平并没有显示出稍微高起来的一个状态，只是大盘好像要调的意思， 资金就给了，有了资金那你说大盘往下跌跌哪去，所以看懂这点就行了。 第三一点就是现在这个时候的策略，这个怎么办？就调下来，个股调下来板块有机会的该抓就抓就行 了。哪几个方向？第一个从长期而言还是继续要抓好大家高股息的大央企，比如说类似三桶油三大运营 商等这些，还是要做长期的这样一个跟踪布局。第二一个就是各大行业 ...

Core Viewpoint - The article emphasizes the optimism surrounding China's technology sector, particularly in AI, and highlights the importance of domestic demand, self-sufficiency, and the response to external pressures such as tariffs [2][3][4]. Group 1: Investment Opportunities - The technology sector, especially AI, is seen as a key driver for investment, with significant growth potential in domestic computing infrastructure and applications [4][10]. - The Chinese automotive industry is experiencing a significant rise, with domestic market share increasing from 38% in 2015 to an expected 61% in 2024, indicating strong growth in both domestic and export markets [14]. - The healthcare sector, particularly innovative pharmaceuticals, is expected to benefit from increasing personal medical expenditures and supportive policies, presenting clear investment opportunities [11][12]. Group 2: Economic and Policy Context - The article discusses the resilience of the Chinese economy amidst external uncertainties, with a focus on the government's proactive policies to stimulate domestic demand and manage economic transitions [6][17]. - The ongoing trade tensions with the U.S. are acknowledged, but the article suggests that the impact on China's economic structure is manageable, with a shift towards high-end manufacturing and technology [16][17]. - The government's focus on reducing savings rates and expanding domestic consumption is expected to lead to supportive policies for new consumer trends, such as the silver economy and domestic brands [6][18]. Group 3: Sector-Specific Insights - The AI sector is highlighted as a critical area for investment, with expectations of rapid advancements and applications in various industries, including automotive and healthcare [4][10][19]. - The renewable energy sector is undergoing a transformation with a shift towards "anti-involution" strategies, aiming for healthier competition and sustainable growth [15]. - The manufacturing sector, particularly in construction and materials, is showing signs of stabilization after previous downturns, presenting potential investment opportunities [18].