这个周末很多股民都过的很忐忑，担心周一行情受贸易战冲击出现暴跌。 我们对美出口占比15%，加上转口贸易可能在17-18%，这部分贸易被关税壁垒挤压后，中国很大概率会 在国内执行进一步的刺激政策来对冲利空，央行择机降准降息择了那么久，估计下周要落地了。但仅仅 降准降息是不够的，我猜后续会有更大规模的政府投资，和更直接的消费刺激。 所以消费板块有机会异军突起，在这种特殊的环境下成为a股的新热点，以及那些公司主营全部来自国 内市场的公司，理论上都会有跑赢大盘的表现。比如周四涨幅最高的是养殖板块，基本是内销市场。 中国自身的消费规模占gdp大约是4成，世界上其它国家的平均水平是在6成左右。之所以我们的比例偏 低，不是因为我们的消费规模小，事实上中国已经是连续十余年的全球第二大消费市场，但问题是我们 的生产能力更惊人，全球断层领先。 目前看形势确实不太好，在中国宣布关税反制措施后，新加坡a50期指大概比周四下午3点的位置下跌了 4%，周五晚上纳斯达克中国金龙指数下跌8.87%，种种迹象表明明天早上开盘会是一个大幅跳空低开， 我判断大概在-2%到-3%区间。 低开-2%的话反弹空间其实不大的，因为稍微向上涨涨就会面临33 ...

Group 1: Human-Robot Interaction - The Zhongguancun permanent exhibition showcases over 490 exhibits, highlighting cutting-edge technology and future industries, including humanoid robots that are already functioning as "movers" in factories [1] - The sixth-generation humanoid robot from Xingdong Jiyuan features a dexterous hand with 12 active degrees of freedom, capable of lifting up to 25 kilograms, demonstrating significant potential in research, education, and industrial applications [2] - The "Tiangong" series robots from the Beijing Humanoid Robot Innovation Center are the world's first full-size humanoid robots capable of running, with an average speed of 10 km/h and a maximum speed of 12 km/h, showcasing advanced terrain adaptability [3] Group 2: Investment and Market Growth - The humanoid robot sector has seen substantial investment, with financing exceeding 7 billion yuan in 2024, and Beijing establishing a 10 billion yuan robot industry fund to support innovation and development [4] - 2025 is anticipated to be the year of mass production for humanoid robots, marking a golden period for the industry with rapid technological advancements and product updates [4] Group 3: Medical Technology Innovations - The exhibition also features advanced medical devices, including the world's first integrated interventional surgery robot from Weimai Medical, which utilizes AI for precise diagnosis and treatment, achieving a 100% success rate in surgeries performed [5][6] - The innovative force feedback feature of the interventional surgery robot allows doctors to sense resistance in blood vessels, enhancing safety and precision during procedures [6] - Huake Precision's MRI-guided laser ablation system represents a breakthrough in minimally invasive treatment, significantly reducing costs and improving accessibility for patients [7][8]