Light index, heavy **.
Today's judgment] Sentiment and indices have come to the pressure level, the market is in a position of both profit and hedging disks, in general, it is necessary to be careful, but the overall risk is not large, the market will still have the opportunity to rotate and the core divergence in the front row;
Major event] 1, unprecedented! LPR for more than 5 years was lowered by 25 basis points.
2. Nvidia's earnings report collapsed on the eve of the eve! $78 billion evaporated overnight.
Key Sectors] New Quality Productivity: Kelai Electromechanical, Zhongjian Technology, Jinglun Electronics, Beizi Technology, Hetai Electromechanical, Claus, etc.
Event 1: On the afternoon of January 31, the Politburo conducted the 11th collective study on solidly promoting high-quality development and developing new quality productivity. Specifically, the new quality productivity mainly includes artificial intelligence, high-end computing power and algorithms, high-end chip design and production technology and equipment, high-end robot production and application, 5G and 6G mobile communication technology and equipment, quantum communication technology and equipment, etc.
Event 2: Recently, TTBOT released the world's first humanoid robot with the core function of humanoid spine, and launched a general-purpose humanoid robot platform with humanoid spine function. This robot is about 165 meters, the whole body has a total of 64 degrees of freedom, realizing the core function of the humanoid spine, walking speed up to 5km h, with jumping, going up and down stairs, climbing and other abilities.
* Generate model SORA
Multimodality: II.
Six. 3. Weihaide, Xinyada, Wangda Software, Suzhou Keda, Guomai Culture, Meishi Technology, Insai Group, Huayang Lianzhong, Huichang Communication, etc.
Event: In the early morning of February 16, OpenAI released the first Wensheng ** model SORA. According to reports, Sora can directly output up to 60 seconds of **, and contains highly detailed backgrounds, complex multi-angle shots, and multiple characters full of emotion. At present, 48 **demos have been updated on the official website, in which Sora can not only accurately present details, but also understand the existence of objects in the physical world, and generate characters with rich emotions. The model can also be generated from prompts, still images, or even filling in missing frames in an existing one.
Investment Advice] Pay attention to the promotion of the field of artificial intelligence.
Risk Warning: (This recommendation is only used as an investment reference, and you shall operate at your own risk.) Investment consultant: Wang Zhihui, certificate number: A0690612110001).