Internationally
1. Barclays: Humanoid robots may be deployed on a large scale after 2035.
Domestically
1. CICC: Global fusion industry resonates, and opportunities in the industrial chain are gradually emerging.
2. CITIC Securities: South Korean stock market deleveraging is not yet complete.
3. CITIC Securities: New orders and performance in the domestic CRO/CDMO industry will accelerate in 2026.
4. CITIC Securities: Optimistic about the trend of domestic substitution of high-end optical module testing equipment.
5. CITIC Securities: The global optical communication industry is expected to maintain high growth over the next five years.
6. Huatai Securities: The key window for a trend rebound in A-shares is in late August.
7. CITIC Securities: In August, the industry allocation should adopt a barbell structure of "defensive core holdings + supply-constrained price increases + core technology recovery".
8. CITIC Securities: China's leading optical module companies are expected to continue to consolidate their leading position in the global computing power supply chain. 9. CITIC Securities: Fund holdings continue to grow rapidly, with a deepening of allocation to the optical communication theme.
