I have mentioned the logic of capital switching several times before.Written in the early hours of September 3rd, this article has set a new low for reading volume for a long time.
Coincidentally, I previously mentioned an emotional indicator of this public account: as long as the reading volume suddenly drops to a three-digit number, it basically means that the sentiment has bottomed out. Historically, every time the reading volume has plummeted, it has led to a rebound in robots. Of course, this time is no exception.Regarding the AI industry, I am also very optimistic. The future explosion of robots will directly drive the explosion of AI computing power. Currently, with language models, if in the future we really use world models, the demand for computing power will be beyond imagination.Of course, stock trading is stock trading, and industry is industry.The divergence of funds in AI is very obvious; some have made too much profit, some have weak faith, and some are just following charts, leading to the most direct change: after the outflow of funds, high cuts and low entries.There are actually not many directions for high cuts and low entries. If we switch to growth, the most obvious ones are solid-state batteries and robots. So this is also the logic of funds for a period of time in the future.TeslaYesterday’s article from the public account
Planet 9.2 article
Today’s market fully demonstrates that I guessed right.This round is nothing but a few directions.1) The truly core suppliers will directly benefit from mass production orders. For example, several choices made by the market today. Among them, a certain golden legend has the greatest marginal change.
2) New technologies or new marginal change directions. For example, PEEK that appeared today, and there will be more in the future.We will briefly discuss some changes regarding PEEK in the Planet.Zhejiang Rongtaihas reduced its holdings.
The general manager still kept a little.Xiaopeng is also joining the fun.
Yushu
Later, it was refuted.But it’s true; it’s estimated to be more than 50 billion (manual dog head).Some things that are inconvenient to disclose, we will expand in the Planet.Including the directions that have changed significantly this round.