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During the annual report disclosure season, institutional investors diligently conduct research on listed companies, with a keen eye on the electronics, machinery and equipment, as well as the pharmaceutical and biological industries, which have emerged as favored sectors. Notably, chip manufacturers, commercial aviation firms, and providers of smart wearable devices are in high demand, potentially signaling an acceleration in product deliveries. In response to the United States' "reciprocal tariff" policy, numerous companies have showcased their achievements in overseas expansion and reaffirmed their commitment to international growth strategies. Furthermore, foreign institutions are paying close attention to the robotics and AI industry chains, meticulously tracking industry substitution trends and policy-driven opportunities.
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