B[Physical AI concepts fluctuated and rebounded, Danghong Technology and Century Hengtong rose more than 10%] On October 28, the concept of physical AI rebounded in early trading, with Danghong Technology and Century Hengtong rising by more than 10%, followed by Century Hengtong, Baotong Technology, Skyworth Digital, Fengyuzhu, and Obi Zhongguang. On the news, on October 27, the Shanghai Municipal Commission of Economy and Information Technology issued the "Shanghai Action Plan to Accelerate the Development of a New Generation of Intelligent Manufacturing," which pointed out that physical AI equipment should be developed and promoted, and intelligent manufacturing equipment such as robots, industrial machines, and testing equipment with autonomous sensing and decision-making capabilities should be developed to promote equipment upgrades and large-scale applications based on the needs of smart factory construction. B[AI application side continues to rebound, Zongheng Communication and other stocks hit their daily limit] On September 29th, the AI application side continued to rebound in the afternoon, and Zongheng Communication closed the daily limit. Previously, Zhangyue Technology and Gravity Media had hit their daily limit and were worth buying. They rose by more than 10%. Danghong Technology, Shengshi Technology, Yinsai Group, Digital Zhengtong, and Rongji Software were among the top gainers. On the news, eight departments including the central bank jointly issued the "Guiding Opinions on Expanding Capacity and Improving Quality of the Financial Support Service Industry", proposing to empower the innovative development of software and information technology services, and guide financial institutions to comprehensively use diversified tools such as credit, bonds, and equity to support the development of "artificial intelligence + software". B[AI application end is repeatedly active, Danghong Technology has a daily limit of 20cm] On September 8, the AI application end has been repeatedly active, and Danghong Technology has a daily limit of 20cm, with Jiachuang Video, Silk Road Vision, Wanxing Technology, Vision China, and Fantuo Digital following the rise. According to the news, on September 3, OpenAI launched a new model GPT-6 Astra. This model is currently only open to partners. This update is not just a simple performance iteration, but also a leap-forward upgrade in AI capabilities. Officially announced, this model marks the official arrival of the AGI era.
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