Founder Securities pointed out that since the the Political Bureau of the Communist Party of China (CPC) Central Committee meeting in September, various localities have implemented a package of incremental policies, and with the recent introduction of a series of favorable policies, the momentum of economic development has been improving. At present, the PE-TTM of Shenwan food and beverage sector is 21.13 times, and the valuation quantile in the last three years is only 12.9%, and the valuation quantile in the last five years is 7.8%. The policy catalysis drives the sentiment of the sector to improve, and we are optimistic about the layout opportunities at the bottom of the sector, focusing on the pro-cyclical segmentation sectors such as catering supply chain and head liquor.Humanoid robot erupts again[AI application is very active, "loose" is good for big consumption! 】
According to the agency, with the increasing importance of expanding domestic demand in economic work in 2025, this conference is expected to become an important catalyst for changing the growth theme style to consumption (medicine, catering and tourism, agriculture and animal husbandry, automobiles and household appliances) and real estate chain (home improvement, home furnishing, household appliances and automobiles).The concept of humanoid robot has a strong trend in intraday trading. At the close, Zhongyan shares won two consecutive boards, Eft and Hanwei Technology also rose by 20%, Sanfeng Intelligent rose by more than 15%, and Keli Sensing's daily limit reached a record high.AI application concept is active
A50, Hong Kong stocks mutation! A-share heavy volume, large consumption, collective pull-up and active AI application conceptIn the news, in the early morning of 10th Beijing time, Tesla released a new video through the X platform, showing the latest progress of its humanoid robot Optimus walking on complex terrain. The video shows that Optimus can walk steadily on a hill slope covered with mulch. Musk said that the robot can control its electric limbs through a neural network and can walk on this rugged terrain without remote control.
Strategy guide 12-13
Strategy guide
Strategy guide
12-13