Brokerage morning meeting highlights: The effect of the real estate market stabilizing after the decline may gradually become apparent, and the Industry valuation may rise.
At today's Brokerage morning meeting, HTSC proposed that the enhancement of Technology attributes may elevate the valuation levels of symbols related to the gaming Industry; Soochow believes that the short-term adjustment in the Construction Machinery Sector does not change the positive trend for the entire year; Galaxy Securities stated that the effects of the real estate market stabilizing may gradually become apparent, and the Industry valuation may rise.
Trending Industry Today: CMGE Leads Losses In ByteDance Ecosystem Stocks
The market has entered a period of reduced volume and chaos, with increasing divergence between Siasun Robot&Automation and AI. Can new hotspots break through?
Yesterday, the market continued its differentiated consolidation trend, with the three major Indexes bottoming out and rebounding slightly, while the trading volume shrank to around 1.5 trillion.
The AI Medical Sector is also taking the lead in the market, multiple thematic Funds are showing advantages, how do the fund managers view this investment opportunity?
① The popularity of the AI Medical Concept drives the rise of the Medical Sector, with related thematic Fund net values rebounding, and several Funds have increased by over 20% this year; ② Besides AI empowerment, factors such as valuation recovery and Inflow of funds are also driving the rise of the Medical Sector; ③ Looking ahead, industry insiders believe that with the continuous deepening of AI empowerment, the Medical Industry is likely to welcome new development opportunities.
ZTE focuses on AI applications.
Accelerate the transformation from 'full connectivity' to 'connectivity + computing power.'
Brokerage morning meeting highlights: DeepSeek reopens its source code, focusing on changes in AI applications.
At today's Brokerage morning meeting, HTSC proposed that DeepSeek be open-sourced again and focus on changes in AI applications; China International Capital Corporation believes that AI+finance is expected to reach a scaling inflection point; China Securities Co.,Ltd. stated that the performance resonance of lithium battery demand is signaling the beginning of a new cycle.