Group 1 - The core viewpoint emphasizes that the recent adjustment of Jingtai Technology is not a warning signal but rather a strategic entry point for investors in the AI sector, particularly in the first half of 2026 [1] - The market is transitioning from volatile fluctuations to a healthier correction, which is seen as a foundation for sustainable growth, aligning with the national "slow bull" market strategy [1] Group 2 - AI applications are accelerating from "concept validation" to "commercialization," with Jingtai Technology maintaining its leading position in the domestic AI application sector [2] - The recent market correction does not alter Jingtai Technology's role as a core engine in the industry, and as market sentiment recovers, funds will refocus on companies with technological barriers and commercial value [2] Group 3 - The "AI for Science" sector, where Jingtai Technology operates, is highly valued by the capital market and is supported by national policies aimed at achieving breakthroughs in basic research and high-end manufacturing [3] - The dual support from policy and capital creates a unique strategic value for Jingtai Technology in the industry landscape [3] Group 4 - Jingtai Technology possesses over 10 billion in cash reserves, providing strong risk resistance and the ability to expand during market downturns [4] - This financial strength allows the company to invest in cutting-edge research, attract top talent, and pursue strategic mergers and acquisitions [4] Group 5 - The recent entry of two AI large model companies into the capital market has boosted the overall AI sector, increasing market attention [5] - Jingtai Technology, as a leading enterprise in the high-barrier AI for Science field, has a clear business model and strong financial health, suggesting that its current valuation is relatively low [5] Group 6 - Historical trends indicate that top domestic AI research institutions often announce significant technological breakthroughs around the Spring Festival, which could act as a catalyst for a new wave of technological advancements in the AI field [6] - Jingtai Technology, as a key player in AI frontier technology, is expected to benefit from these breakthroughs and market dynamics [6] Group 7 - The current market correction is viewed as a valuable opportunity for investors to enter at relatively low levels, potentially marking the last chance to invest in a core leader in AI science before significant value appreciation [7] - Jingtai Technology's adjustment is seen as a natural correction within a healthy "slow bull" market, providing a "golden pit" for discerning investors [7]