The asia vets concept emerged at the end of 2022 with OpenAI's high-profile debut, going through the hype of large model GPU computing power and its upstream and downstream, then transitioning to the electrical utilities concept. Currently, hot software applications such as apps and PLTR have shifted the market focus from hardware to software.
It is undeniable that the mainstream hot stocks in the market now are electrical utilities (especially SMR and competitive power plants) and software. However, long-term investors can start laying out embodied intelligence (EAI) that combines hardware and software.
Embodied Artificial Intelligence (EAI) integrates artificial intelligence into physical entities such as robots, giving them the ability to perceive, learn, and interact dynamically with the environment. The biggest difference compared to previous robots isAI systems no longer rely on pre-defined complex logic to manage specific scenarios (code accumulation), but have evolved to learning mechanisms now (feeding data training), enabling them to continuously adapt to the operating environment
The concept's current biggest application scenarios are automated driving and humanoid robots (Androids).
Core concept stocks:Tesla $Tesla (TSLA.US)$(Regulatory easing completely reversed) The leader in automated driving and humanoid robots is the next Apple.   $Apple (AAPL.US)$! Next year, the stock most likely to compete with NVIDIA for the top spot in market cap.
nvidia $NVIDIA (NVDA.US)$...

$NASDAQ 100 Index (.NDX.US)$Under the dual stimulus of the settled election and a 25 basis point rate cut, the market rose by 5% this week to reach 21117 points, which is currently a bit high. Last week's rise was mainly driven by bank stocks, small cap stocks, semiconductors, and technology stocks, reaching the upper band of the Bollinger Bands. An expected short-term pullback is anticipated. Next week, the USA's CPI and PPI data will be released, with a high probability of meeting expectations and a low possibility of a market crash. The current prediction is that the current upward trend should continue until the Christmas market, but with Donald Trump's return to the White House in January next year, there may be a significant pullback in January. Therefore, during this period of policy vacuum, the US stocks are likely to experience an oscillating upward trend. In the short term, due to the crazy rise of US stocks last week, a brief pullback is expected this week, presenting a buying opportunity during the dip.
Regarding Chinese concept stocks, due to the potential policy risks since Trump took office, as well as the lackluster effect of the debt-for-equity policy announced on Friday in stimulating the stock market, leading to a 6% decline, many stocks have directly shifted trends to a downward trajectory this week. $TENCENT (00700.HK)$   $JD.com (JD.US)$   $Alibaba (BABA.US)$   $Bilibili (BILI.US)$   $Cisco (CSCO.US)$   $Occidental Petroleum (OXY.US)$   $Sea (SE.US)$As for Chinese concept stocks, due to the potential policy risks since Trump took office, and the issuance of debt conversion policy on Friday did not have the expected stimulating effect on the stock market, resulting in a sharp 6% drop on Friday, many stocks have directly changed trends to a downward trend next week

Bitcoin's ascent above $84,000 is boosting the appeal of crypto-related stocks as Wall Street expects improving regulatory environment under the incoming Trump administration.
The world's largest crypto currency jumped as much as 6.3% to a record $84,986.15 Monday, extending this year's gains to more than 100%. $MARA Holdings (MARA.US)$, MicroStrategy, and $Coinbase (COIN.US)$ all rallied more than 19%....