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

The short-term market sentiment is normal, and the differences between high and low bids are not small, and they continue to turn to low tickets.02 today's opportunityLast night, the policy was favorable. Finance, real estate and debt conversion should be ok, while the real estate and debt conversion sectors were expected to be average.

01 general trend view02 today's opportunity01 general trend view