A research report from CITIC Construction Investment reveals that during the National Day holiday period, the prices of precious metals, notably gold and silver, exhibited a sustained upward trajectory. Simultaneously, propelled by the computing power revolution, copper prices have also witnessed a notable surge. At present, the global AI landscape has transitioned into a new phase, characterized by a steady influx of innovative AI products. The investment paradigm is now shifting from isolated key components to the holistic development of computing power infrastructure and ecosystems.
Looking ahead, bolstered by solid economic fundamentals, a steady influx of incremental capital into the A-share market, and a global trend of monetary easing, the A-share market is poised to sustain an upward, albeit volatile, trajectory. It is advisable to focus on sectors such as AI, semiconductors, non-ferrous metals (encompassing both precious and industrial metals), new energy, humanoid robots, innovative pharmaceuticals, and non-bank financial services.