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01 general trend viewLaolong A's rebound is not cost-effective, and the theme funds tend to start fermentation and make a wave of changes.

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

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