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On September 8, 2025, a research report from Guotai Junan Securities highlighted that thematic trading continues to enjoy robust popularity. While technology-themed sectors have undergone a correction, new energy themes have taken center stage. Since mid-August, the AI theme has witnessed an accelerated market performance, driven by industrial advancements, expectations of increased liquidity, and a resonance with risk appetite. As market volatility escalates, capital has flowed towards thematic investments positioned at relatively lower levels, with a particular focus on the 'anti-involution' trend. This trend aligns well with positive policy shifts and enhancements in industrial supply and demand dynamics. In the medium term, investors are advised to concentrate on primary opportunities in areas such as AI, robotics, and innovative pharmaceuticals.
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