暑期档"黑马"来了。 短片讲述了浪浪山大王洞发生的故事。大王计划抓捕唐僧师徒，小猪妖也被卷入其中。在准备过程中，小猪妖的鬃毛被上司用来刷锅。为了能在任务中有 所表现，小猪妖尝试用乌鸦的羽毛制作箭羽，并想办法收集柴火。然而，他的努力并未得到认可，精心制作的箭羽被弃用，辛苦找来的柴火也不合要求。 最后在埋伏唐僧师徒的行动中，小猪妖选择了提醒对方危险。这一举动被孙悟空察觉，他巧妙地将小猪妖打晕保护起来。最终大王洞被剿灭，而小猪妖因 为这份临阵的善意得以幸存，并获得了孙悟空赠予的三根保命毫毛，传递出善念终有回报的温暖寓意。 电影延续了相似的创作脉络。开篇我们看到小猪妖依然在大王洞劳作，这次他主动用自己的鬃毛将锅刷得格外光亮。虽然初衷是想更好地完成任务，但这 份努力并未得到期许的回应。更令他意想不到的是，反而因为刷没了祖传标记，还让他陷入了意想不到的保命危机。 而影片最大的改动在于，得知唐僧师徒即将到来，自己又陷入生死危机之后，原本短片小猪妖只是能想到舍身报信，以阻止齐天大圣落入陷阱；但是电影 里的小猪妖则更英勇，先是想自己去抓唐僧抢先长生不老，再在得知孙悟空法力超群打不过之后，又萌生了一个更热血的梦想——修行取经宁有 ...

Investment Rating - The report provides a "Buy" recommendation for the technology sector, specifically highlighting key stocks in electronics, computing, communications, and media [4][7]. Core Insights - The report identifies key stocks in the technology sector for July 2025, including East Mountain Precision, Shenghong Technology, iFlytek, Dameng Data, Huafeng Technology, Wolong Nuclear Materials, Giant Network, and Shanghai Film [4][7]. - The report emphasizes the growth potential in various segments, driven by technological advancements and market demand, particularly in AI and renewable energy [9][10][11][12][14][15]. Summary by Category Electronics - **East Mountain Precision**: Focuses on FPC and renewable energy, with expected growth driven by Apple's new iPhone models and a strategic acquisition in optical communication [9]. - **Shenghong Technology**: Positioned to benefit from AI computing and data center upgrades, with significant advancements in PCB manufacturing technology [10]. Computing - **iFlytek**: A leading player in AI with strong growth in education, healthcare, and enterprise solutions, leveraging a comprehensive business model [11]. - **Dameng Data**: Positioned as a leader in the domestic database market, benefiting from the acceleration of the domestic software industry [12]. Communications - **Huafeng Technology**: Anticipates growth from AI applications and high-performance connectors, with projected net profits increasing from 278 million to 486 million yuan from 2025 to 2027 [12]. - **Wolong Nuclear Materials**: Maintains a strong position in traditional materials while expanding into new energy products [12]. Media - **Giant Network**: Expected to see growth from new game releases and AI integration in gaming, with positive performance indicators [14]. - **Shanghai Film**: Anticipates growth driven by successful IP management and film releases, with a focus on monetizing popular content [15].