Affected by the special promotion of enterprise artificial intelligence held by the State-owned Assets Supervision and Administration Commission yesterday.
Today, AI-related concepts led the rise again, especially in the direction of state-owned assets cloud, which became the leader.
Sorting out the industrial chain, the current popularity has been transmitted from AIGC, media, and games to infrastructure and computing power.
The popularity of the entire industrial chain is likely to continue.
After all, it is a revolutionary change that is enough to subvert the productive forces, as I have said many times in the previous issues.
Therefore, it is still recommended to continue digging along the industrial chain, including the robots we often mention.
The birth of new technologies is often accompanied by the revolution of the entire industrial chain, and there are many opportunities and a long time.
Be patient and hold your breath
Coal and oil also continued to rise sharply, and energy continued to rise.
On the one hand, it has something to do with the short-term occurrence of large-scale cold waves.
On the other hand, it is also the inevitable result of the in-depth promotion of supply-side reform since 2016.
Backward production capacity has been eliminated and absorbed, coal has returned to a high level, and the profitability of coal enterprises has been reliably guaranteed.
Coupled with the intensifying geopolitical conflicts, the Russia-Ukraine conflict and the Palestinian-Israeli conflict have profoundly affected the world's energy landscape.
In addition, the current mainstream energy companies are all large enterprises and large central enterprises, which is in line with the main hype logic of "China Special Valuation".
Coal and oil have become the firepower concentration of the entire A-share battlefield.
In the morning, the concept of satellite navigation changed.
Huawei released the world's first small folding mobile phone that supports satellite communication, which has generated some stimulation for the sector.
But from a volume perspective, I don't think it has a big impact.
The growth logic of the industry itself should be the number of low-orbit satellites that have accelerated the layout, the continuous growth of satellite call terminals, and the continuous improvement of high-precision map technology with intelligent driving.
This should be a long-term investment, not a ** concept
So friends who take this line, I suggest be prepared to fight a protracted battle, and there is no big problem with certainty.
Outside, the Nikkei broke through 39,000 points, surpassing the 1989 bubble economy era and hitting a record high
This result is not surprising at all.
In the past few years, the world's major capital markets have continued to refresh their historical records, especially in the US stock market and India.
Hotspot Engine Project Nikkei is just an ordinary member of them, and in the end it is ourselves who are extraordinary.
However, with this wave of strong regulatory changes in commanders, the officers and troops have shown their muscles, and we can still look forward to it and look forward to it.
Drinking soup can also make the people satisfied.
This is a grassroots leek, the most sincere voice.
In the end, it's still the same cliché.
Approaching 3000 points, there is, there is, and there must be all kinds of twisting and pinching as usual.
I don't believe this is the end of this wave of ** that has been so painstakingly cared for.
I don't know what you guys think.