AI is essential infrastructure like electricity and the Internet. This revolution is powered by the GPU, the heart of a new type of computing. One that could solve problems normal computers can't.And it started with graphics. The detail that our eye can see is extraordinary. And what creates the appearance of what we see in our everyday world are these incredible details that you get when you look up close at something.It's all of that together is what makes something look real. To have computer graphics sc ...

Meet @ryankoopmans & @alicewexell — the artists behind The Wild Within.We explored how they reimagine real-world ruins by blending photography, 3D, and hyperrealism.Full interview 👇https://t.co/vqeI0pLN3H ...

Summary of Conference Call Records Industry Overview - The market is currently influenced by positive factors such as the 3D benefit resonance, favorable domestic and international macro environments, and improved China-US relations. Investor sentiment is high, leading to a total market turnover of 1.5 trillion [1][2]. Core Insights and Arguments - The market has seen significant gains recently, with a need for correction due to the previous strong performance. Over 80% of stocks are above the 60-week moving average, indicating a warning signal for potential pullbacks [3][4]. - The largest risk identified is the structural issues arising from excessive prior gains, rather than systemic risks. The market outlook remains optimistic, with opportunities for low-position investments during corrections [5][6]. - July's investment opportunities are expected to focus on the upcoming Politburo meeting and mid-year earnings reports. Policies may target issues such as insufficient domestic demand, weak consumption, low prices, and overcapacity [6][7]. Key Sectors and Themes - The "anti-involution" policies are expected to focus on the photovoltaic and lithium battery industries. The approach to these policies may vary, with market-driven solutions posing challenges for the photovoltaic sector, while administrative measures could benefit it [6][7]. - Consumer-related policies, including childcare subsidies, are anticipated to positively impact consumption-related industries [6][7]. - Strong performing sectors in the first half of the year include computing power, gaming, wind power, aquaculture, and innovative pharmaceuticals, which are highlighted as areas of focus [6][7]. - Seasonal themes due to hot summer weather may present investment opportunities in electricity demand, low coal prices, and products like beer and tea [3][7]. Additional Important Points - The market is expected to continue its upward trend, supported by historical weak dollar opportunities, capital market policy support, and liquidity easing [2][3]. - The potential for a short-term rebound in the dollar and ongoing tariff negotiations could exert pressure on the market, but these are not seen as critical risks [3][4].