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[Today’s investment public opinion hot spots]
1) 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.
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) PCB: The explosion in demand for AI servers has triggered a restructuring of the supply structure. The PCB industry chain has faced intensive price increases, and all links of resin, electronic cloth, copper foil, CCL, and PCB have completed price transmission.
4) Real estate: The National Council meeting pointed out that a number of pragmatic and effective incremental policies will be launched, and policies and measures to stabilize the real estate market and promote employment and income will be studied and introduced.
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