Guotai Junan Securities: Theme trading activity slightly rebounds, new technologies such as artificial intelligence and robots continue to catalyze growth.

Guotai Sea view released a research report stating that since May, the trading heat of theme trading has slightly rebounded, with the theme of port shipping related topics rising sharply, while technology-related themes are weakening. The optimization of the listed company's mergers and acquisitions and restructuring policies is expected to boost the enthusiasm of participants and the main body. The State Council emphasized deepening the potential to boost consumption at the Working Conference on Strengthening the Domestic Circulation, while new technologies such as artificial intelligence and robotics continue to catalyze, and are optimistic about the theme direction of policies and industrial growth momentum resonance.