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[Today’s investment public opinion hot spots]
1) Robots: Tesla has increased production of its Optimus humanoid robot roughly tenfold in recent months, but the company is still struggling to achieve reliable production at scale.
2) AI applications: JPMorgan Chase said that Muse is expected to become the most widely used AI application after ChatGPT; Meta plans to introduce Muse into its smart glasses in the next few months.
3) Innovative drugs: Model companies such as Anthropic, Google, and ByteDance have entered biomedicine, and AI pharmaceuticals have entered a critical window period for commercialization value verification.
4) Solid-state batteries: Seven departments jointly formulated the "15th Five-Year Plan for the Development of New Battery Industry", and all-solid-state batteries will initially achieve large-scale application by 2030.
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