Dongwu Securities: Technology growth style is dominant, recommended to focus on directions like robots and artificial intelligence

East Securities research report pointed out that it is expected that the A-share market will start a new round of "rise in the east and fall in the west" trading. The weak US dollar-driven liquidity spillover will benefit non-US markets, with Chinese assets benefiting and technology growth styles dominating. Specific allocation directions include robotics, artificial intelligence, AI edge devices, computing power industry chain, controllable nuclear fusion, military informationization, unmanned driving, innovative drugs, solid-state batteries, AI agents, low-altitude economy, satellite internet, etc.