Core Insights - The report highlights a rebound in institutional attention towards sectors such as machinery, electronics, and environmental protection, indicating a shift in market focus [3][7][8] - The AI revolution is entering a new phase, with significant advancements in AI chip technology and applications across various industries, particularly in consumer electronics and automotive sectors [4][13][17] Sector Summaries Electronics - Major tech companies like NVIDIA, AMD, Intel, and Qualcomm showcased advancements in AI chips at CES 2026, with NVIDIA's VeraRubin platform achieving a tenfold reduction in AI inference costs [4][13] - AMD's Helios platform demonstrated a tenfold performance increase over previous generations, gaining recognition from leading clients like OpenAI [4][13] - The overall trend indicates continuous improvement in AI inference performance and decreasing costs due to iterative advancements in chip architecture and manufacturing processes [4][13] Agriculture, Forestry, Animal Husbandry, and Fishery - The report anticipates a peak in pig slaughtering by late January, with prices expected to slightly rise from a low base before the Lunar New Year [5][19] - In December 2025, the average selling price of pigs was 11.59 yuan/kg, reflecting a month-on-month decrease of 0.84% and a year-on-year decrease of 26.23% [5][19] - The supply dynamics are influenced by previous over-selling and expectations of price increases, leading to a forecasted weak supply and slight price recovery [5][19][20] Machinery - The report notes an increase in institutional research activity in the machinery sector, indicating growing interest and potential investment opportunities [3][8] - Companies like Chaojie Co. are highlighted for their growth in automotive parts, with a reported revenue increase of 34.49% year-on-year for the first three quarters of 2025 [11] Consumer Electronics - Innovations in traditional consumer electronics are increasingly focused on software and AI interaction experiences, with companies like Lenovo and Dell enhancing their product offerings [14] - The introduction of AI glasses and other AI-enabled devices is marking a significant shift towards personalized and scenario-specific applications in the consumer electronics market [15][17]