Brokerage Morning Meeting Highlights | The Landing of AI in Various Fields Expected to Accelerate Further

Yesterday, the market fluctuated and rebounded, with the three major indexes rising slightly. The total turnover of Shanghai and Shenzhen stock markets was 1.19 trillion yuan for the whole day, an increase of 36.4 billion yuan from the previous trading day. In terms of sectors, the lithography machine, chemical raw materials, innovative drugs, and glyphosate sectors led the gains, while the deep-sea technology, controllable nuclear fusion, non-ferrous metals, and power sectors led the declines. As of the close of yesterday, the Shanghai Composite Index rose by 0.15%, the Shenzhen Component Index rose by 0.23%, and the ChiNext Index rose by 0.24%. At today's morning meeting of securities firms, China Securities Co., Ltd. pointed out that Siasun Robot & Automation is the intersection of this round of technological and AI reforms, and the correction is still a buying opportunity. Huatai believes that coal prices may steadily rise, while Haitong indicates that AI is expected to continue to accelerate its landing in various fields. China Securities Co., Ltd.: Siasun Robot & Automation is the intersection of this round of technological and AI reforms, and the correction is still a buying opportunity China Securities Co., Ltd. mentioned that Siasun Robot & Automation is currently undergoing iterations in various aspects such as technology, mass production, and application. The industrial trend remains unchanged, and Siasun Robot & Automation is still the intersection of this round of technological and AI reforms, and the correction is still a buying opportunity. It is now seen that the application process of Siasun Robot & Automation is erupting, and from the industrial margin perspective, it will be the direction with the largest increment this year. Focus on three types of companies: 1) leading body manufacturers, leading technology and scale cost reduction will produce significant Matthew effects; 2) companies with continuous cost reduction at the component level (especially dexterous hands, electronic skin, lightweight, electronic control, large models). Companies with technologies that can bring breakthroughs in Siasun Robot & Automation performance, such as visual and tactile electronic skin; 3) the body has various application scenarios. Like AI, the entrance will have continuous value, such as factories, mines, etc. Huatai: Coal prices may steadily rise Huatai stated that the coal import volume in 2024 will reach 540 million tons, accounting for about 10.2% of the total domestic coal supply. With the increment of domestic coal demand, imported coal is an important supplement to supply. The potential trend of reducing imported coal may help stabilize short-term coal prices. With the arrival of the peak season in the second half of the year and the acceleration of new demand such as data centers, coal prices may steadily rise. Optimistic about the profitability and cash flow resilience of integrated leading companies with high long-term sales ratios at low coal prices. Haitong: AI is expected to continue to accelerate its landing in various fields Haitong stated that the release of the new version of DeepSeek-V3 represents that DeepSeek is still in a stable phase of iterative updates, indicating that the development of AI is far from stagnant. With the continuous investment of major technology companies in AI technology, AI models are expected to continue to develop, bringing stronger capabilities and better landing. The staggered preferential policy of DeepSeek API further promotes the landing of AI, allowing users to use one of the most advanced large models at a cheaper and more cost-effective price. In the future, it is expected that AI will continue to accelerate its landing in various fields. This article is reproduced from "Cailianshe", edited by Xu Wenqiang for GMTEight.