证券日报网讯北斗星通（002151）8月26日在互动平台回答投资者提问时表示，公司业务主要聚焦在卫 星导航芯片、天线和位置数据服务，收入比重看，芯片业务占比最高。 ...

（编辑 袁冠琳） 证券日报网讯 北斗星通8月26日在互动平台回答投资者提问时表示，目前卫星导航芯片和天线已经广泛 应用于无人驾驶小车、智能驾驶领域，人形机器人尚未用到卫星导航，主要原因人形机器人当前的主要 场景还是在室内应用为主。 ...

Group 1: Market Overview - The recent market rally, characterized by a surge in financial stocks, is misleading as 2800 stocks are declining despite the Shanghai Composite Index breaking 3400 points [1][3] - The financial sector's performance is driven by speculative trading, with institutions adjusting their positions while retail investors are left holding the bag [3] Group 2: Sector Analysis - Shipping and chemical sectors are highlighted as the real opportunities, with Ningbo Shipping experiencing significant price increases due to rising freight costs [3] - Bromine prices have doubled in six months, driven by demand from the electric vehicle and semiconductor industries, indicating strong growth potential in the chemical sector [3] Group 3: Investment Strategy - Financial stocks' rebound is seen as an opportunity to reduce exposure, while pullbacks in shipping and chemical stocks should be viewed as buying opportunities [4] - Maintaining a cash reserve of 20% is advised to capitalize on potential market dips following the Federal Reserve meetings [4]