未见衰减信号
Hu Xiu·2026-01-12 11:39

Group 1 - The core viewpoint emphasizes the current excitement in the technology sector, particularly in the first quarter, which is seen as a crucial period for potential annual returns [3][6] - The surge in trading volume indicates a significant influx of capital into the market, particularly in previously heated concepts such as commercial aerospace and brain-computer interfaces [3][6] - The article highlights the emergence of artificial intelligence downstream applications, which have shown strong performance, particularly in gaming, culture, and media sectors [4] Group 2 - Downstream applications are categorized into two directions: physical world applications (e.g., smart driving, robotics, smart wearables) and virtual world applications (e.g., AI entities, software development) [4] - The physical applications have seen an overall increase of approximately 3%, while the virtual applications, particularly in smaller-cap stocks, have experienced a more significant rise of about 7% due to increased capital attention [4] - The article notes that there are no official risk warning signals observed, indicating a potentially stable investment environment [6]