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Theme robots and consumption are all in the fishtail stage, and AI applications show signs of continuing to strengthen.Last night, the policy was favorable. Finance, real estate and debt conversion should be ok, while the real estate and debt conversion sectors were expected to be average.

01 general trend view

Laolong A's rebound is not cost-effective, and the theme funds tend to start fermentation and make a wave of changes.Last night, the policy was favorable. Finance, real estate and debt conversion should be ok, while the real estate and debt conversion sectors were expected to be average.02 today's opportunity