Weekend news summary, next week's A-share sector analysis is here!
1. Weekend news:
1. Moore Threads released the new generation GPU architecture Huagang.
2. Chinese scientists achieved a new breakthrough in the research of the next generation optical computing chip.
3. The world's largest nickel-producing country, Indonesia, has signaled a production cut.
4. Chinese robots won the championship in the robotic combat competition.
5. JPMorgan: China's stock market is expected to welcome a "spring surge" in 2026, growth stocks may be favored again.
2. Next week's A-share sector analysis
1. Because there are no incremental positive news, my view on next week's A-share market is that it will be volatile or adjusted! After the adjustment, a spring surge market will come!
2. Brokerage: Continue to consolidate, waiting for a breakthrough!
Nuclear power: Watch for divergences.
Commercial aerospace: On Friday, U.S. stocks in commercial aerospace surged, but I also see divergences.
Consumption: Optimistic in the long run, but hard to say in the short run!
Next week I want to see if robotics and unmanned driving have any outstanding performance! Also, whether fireworks and firecrackers perform well! Hainan and Fujian belong to oversold rebounds or other thematic bonuses!
