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收益机会。其次是AI扩散的方向，看好端侧AI产品的涌现，塑造AI的“iPhone时刻”，看好具身智能的逐步定型起量。在硬件产品逐渐完善后，软件AI应用的投资机会将会到来。　　二是“反内卷”主线，要注意“反内卷”政策力度超预期导致市场风格切换的可能，可关注行业格局逐步优化的化工、电力设备、等板块。　　三是稳消费的方向，今年以来消费整体仍较为疲弱，但一些新消费板块出现了亮眼表现，随着稳增长、稳消费政策

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