Currently, the four directions I am focusing on are:


1. AI + Domestic Computing Power (most optimistic)
Core logic:
Global AI capital expenditure is still increasing
Mainly trading on "mapping logic" in A-shares
Funds continue to cluster around technology
Key focuses:
Domestic GPUs
Data centers
Liquid cooling
Optical modules
AI Agents
AI application implementation
2. Low-altitude Economy / Military Technology
Core logic:
Strong policy catalysis
High volatility in small-cap stocks
Easier to form consensus
Key focuses:
Drones
Communication and navigation
Radars
Military electronics
3. Robots / Intelligent Manufacturing
Core logic:
AI will eventually enter the physical world
Global manufacturing automation upgrade
Key focuses:
Humanoid robots
Reducers
Machine vision
Sensors
Automation equipment
4. Brokerage / Internet Finance
Core logic:
Market bull amplifier
Easier to start after the index stabilizes
Key focuses:
Brokerage firms
Financial technology
Internet financial platforms
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