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02 today's opportunityLaolong A's rebound is not cost-effective, and the theme funds tend to start fermentation and make a wave of changes.

Theme robots and consumption are all in the fishtail stage, and AI applications show signs of continuing to strengthen.01 general trend viewTheme robots and consumption are all in the fishtail stage, and AI applications show signs of continuing to strengthen.

01 general trend viewAs for consumption, the expectation is good, which may be influenced by Yiming Food or Gui Faxiang. Look at Yue Xian Health and Panda Dairy in the short term.OpenAI released the AI video generation model, and yesterday it fired AI marketing, and today it definitely fired AI video. In short, the AI application side has a chance. In the short term, I will look at Shengshi Technology.