According to the Dongwu Securities Research Report, the policy continues the main tone of “stock support”, and the AI industry trend is progressing positively. The policy side was intensively introduced before the holiday: the central bank lowered PSL interest rates and expanded to new infrastructure fields such as the “Six Zhang Network”, further increased support for key projects through scientific and technological innovation and technical reform; interest rate discounts for residential mortgages were officially implemented on October 1, etc. The policy mix covers multiple dimensions such as currency, finance, and structural instruments. It not only sends a clear signal of steady growth and stable expectations, but also highlights that this round of regulation is paying more attention to precise drip irrigation and inventory optimization. On the AI side, although no major new consensus has been formed at the industry level, positive developments are sufficient: model release is accelerating, and there are early signs of penetration of individual agents in new AI application scenarios. As a type of EPS with higher visibility in the immediate and next stages, technology hardware has molecular advantages in high-interest environments.

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