Ai主线 太强

Group 1 - The core viewpoint is that A-shares are performing significantly better than U.S. stocks, with a specific mention that China’s semiconductor industry, particularly 中积电 (China Integrated Circuit), is outperforming 台积电 (TSMC) [1] - Data indicates that the earnings reports expected at the end of October in the U.S. are supported by recent metrics [1] Group 2 - The usage of tokens has been increasing in both September and October, indicating a positive trend in the market [3] - Daily active user data for Gemini and Claude is also showing promising results [3] Group 3 - There is a noted correlation between AI and gold prices, suggesting that both are experiencing upward trends simultaneously [5] Group 4 - The next direction for large models is expected to focus on multimodal capabilities, indicating a shift in development priorities within the industry [6]