On March 11, the technology and consumption sectors received multiple positive news, and related sectors continued to heat up, becoming the focus of the capital market. In the technology field, the Ministry of Industry and Information Technology launched the Industrial Data Foundation Building Action, carrying out the construction of high-quality industry data sets empowered by artificial intelligence, and promoting the implementation of industrial large models and industrial agents; the Shanghai Stock Exchange stated that it will study and reserve policies to support technological innovation, promote the expansion of industries under the fifth set of listing standards, and help the development of new quality productive forces.
In the consumption field, the mobile phone industry ushered in a price increase wave. OPPO announced that it will adjust the prices of some products starting from March 16, and leading brands such as Xiaomi, vivo, and Honor are also planning price increases, driven by rising costs caused by the shortage of storage chips; in the real estate field, Chengdu plans to introduce a new provident fund policy, increasing the loan limit and canceling restrictions on the number of loans to boost housing consumption; Shanghai announced the 2026 taxable housing price threshold for individual housing property tax, which is 92,536 yuan per square meter, the first decline since 2018, sending a signal to stabilize the real estate market.
In addition, Foxconn Industrial Internet released impressive financial reports, with a 51.99% increase in net profit in 2025 and a proposed dividend of 12.9 billion yuan. Its cloud computing business revenue increased by 88.7% year-on-year, and AI server revenue increased by more than 3 times, further boosting confidence in the technology sector. Institutions suggest that going forward, focus can be placed on technology tracks such as AI, semiconductors, and commercial aerospace, as well as consumption tracks such as housing and electronic consumer goods, to seize investment opportunities brought by dual policy and market benefits.
