Weekend major news summary and next week's A-share sectors.
1. Moore Threads releases the new generation GPU architecture "Huagang", a new progress in domestic computing hardware innovation;
2. Chinese scientists achieve new breakthroughs in the field of next-generation optical computing chip research, adding technical support for technological self-reliance and independence;
3. Indonesia, the world's largest nickel producer, signals production cuts, which may boost prices of related non-ferrous metals;
4. Chinese robots win the championship in the combat robot competition, showcasing the research and development strength and application potential of domestic robot technology;
5. JPMorgan releases forward-looking views, believing that the Chinese stock market is expected to welcome a "spring small surge" in 2026, with growth stocks likely to become the new focus of the market.
2. Next week's A-share market outlook and sector sorting
1. Overall market view: Due to the lack of incremental positive news catalysts, it is expected that next week's A-share market will likely mainly fluctuate or adjust, and after this round of consolidation, it is expected to connect with the "spring small surge" market.
2. Key sector outlook
Brokerage: Continuing the sideways fluctuation pattern, patience is needed to wait for a breakthrough opportunity;
Nuclear power: The sector may enter a phase of divergence, with uncertain trends;
Commercial aerospace: Although the US commercial aerospace sector surged on Friday creating external positive factors, related A-share sectors are likely to face divergence, and caution is needed regarding capital realization pressure;
Consumption: Long-term growth logic is solid, with configuration value, but short-term trends lack clear guidance;
Robots, unmanned driving: Likely to become potential highlights of the market next week, pay close attention to whether there are strong stocks breaking out within the sector;
Fireworks and firecrackers: The theme has event-driven expectations, watch for unusual movements in the sector;
Hainan, Fujian regional concept stocks: Overall positioning leans towards a rebound from oversold conditions, or may rely on other hot themes to form a linked rise, more of a market bonus item.