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Good morning, everyone. I'm Zhu! Yesterday, the index was half dead, and it was another day when the institutions recognized it and the hot money retail investors stood up. The market has been repaired a little, and the mood can be said to be in a distorted state. On the other hand, it is almost the same. In fact, the impact of the index is not so great. Yesterday, it was not easy to adjust mainly two mainline robots and AI applications. Among them, the characteristics of the short-term peak of the robot are obvious. The trend of Thiel and Keli Sensing explains everything. It is expected that it will perform after a period of shock and will not go to A.The core fermentation point is bean bag AI, and the carrier is AI Toys Mobile Communication+Lexin Technology; The fixed formula that I taught you when I fired AI last year, in addition to the big model, there are Arithmetic Runze Technology, Yakang Co., Ltd., and corpus data such as vision china and Haitian Ruisheng. Taking this as the axis, it is fermented along the concept of ByteDance, and the core of the short video social platform is advertising marketing: Guangdong Media, Shengguang Group, Tianlong Shares; There will also be cooperation in short video malls and so on; In short, this is the seedling fermented at the weekend.In addition, it is the driving force for AI applications. In addition to the application terminals such as Easy Point World, Blue Cursor and Focus Technology, we can also look at two points: one is the domestic big model (Iflytek, 360); One is AI toy AI+IP (Aofei Entertainment, Guangbo Shares). Yesterday, there was a meat pad in the homework. Today, I gave the opportunity to pull up and drop it in time. Don't try to eat a fat man in one bite. The environment is poor and the homework should be lowered.

The core fermentation point is bean bag AI, and the carrier is AI Toys Mobile Communication+Lexin Technology; The fixed formula that I taught you when I fired AI last year, in addition to the big model, there are Arithmetic Runze Technology, Yakang Co., Ltd., and corpus data such as vision china and Haitian Ruisheng. Taking this as the axis, it is fermented along the concept of ByteDance, and the core of the short video social platform is advertising marketing: Guangdong Media, Shengguang Group, Tianlong Shares; There will also be cooperation in short video malls and so on; In short, this is the seedling fermented at the weekend.

When it comes to going A, I have to say that this trend of Leo shares, with three consecutive down limits, is quite depressing for the whole plate. Of course, according to the previous law, even if the board ticket is connected with three down limits, it should stop falling, so today is a node. Yesterday, the AI ​ ​ application was also adjusted as a whole, which can be seen as a compensation, or it can be seen as being affected by various factors. In fact, it has been said many times about the reduction of holdings, which will affect the mood but will not change the trend.Although the AI ​ ​ application is very entangled, Lao Zhu is still optimistic; The reason is that AI is quietly infiltrating into the daily life of all walks of life. Just like when mobile payment just emerged a few years ago, times have changed, and it is hard for us to imagine the days without mobile payment. This is what Lao Zhu thinks is the expected difference. Specific to the disk, yesterday's rise was ByteDance's bean bag AI, and the node that came out of this concept was not bad, just the node where the robot peaked yesterday.