Core Viewpoint - A revolution in the industrial chain surrounding technological autonomy is accelerating, with capital focusing on cost-effectiveness and security. Recent insights from multiple brokerages outline potential directions within the wave of domestic production [1]. Group 1: Investment Opportunities - Huatai Securities emphasizes the importance of cost-effectiveness in the "domestic chain," suggesting a focus on semiconductor equipment and end-side products within the AI sector, which remains a key area of growth [1]. - CITIC Construction highlights the significance of technological self-reliance, particularly in the domestic software sector, with advancements in AI and industrial software driving the domestic production chain [2]. - Dongfang Securities points out that industrial design software, despite its low domestic production rate, is poised for accelerated localization, presenting significant growth potential [3]. Group 2: Sector-Specific Insights - Dongwu Securities sees opportunities in the domestic semiconductor equipment sector, particularly in core processes like photolithography and etching, which are expected to see rapid increases in domestic production rates [4]. - Huafu Securities notes that while short-term impacts from U.S. trade measures may not be overly pessimistic, mid-term structural opportunities in domestic production are becoming clearer, with a focus on strategic technologies such as nuclear fusion and AI [5].