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The concept of AI application side has continued to soar recently. Zhongke Lanxun is close to the 20cm daily limit, and Hengxuan Technology and Juxin Technology have all risen by more than 10%.From the perspective of the consensus forecast of this year's P/E ratio, the P/E ratios of Otway, Guodian Power, Jiejia Weichuang, huadian power international, Bowei Alloy and Wanneng Power are less than 10 times, while those of Datang Power, Jiayou International, COSCO Haineng and General Motors are less than 15 times.The industry believes that the news is expected to boost the market sentiment of domestic computing power and chips in a short period of time. In the medium and long term, the overall localization pace of domestic semiconductor industry is expected to further accelerate.

[Bean bag concept leading stock exposure! 】Growth stocks continue to perform passionate moments.The surge in AI applications is essentially the recognition of growth stocks. Caixin Securities said that at present, the A-share market is approaching the final stage of the shock adjustment period. With the full change of market funds, favorable policy expectations and the blessing of the restless market in spring, it is possible for the market to step out of the adjustment range in the near future. The market is expected to interpret the New Year's market, which can focus on the following directions: technology and independent controllable direction, the theme of mergers and acquisitions in the field of science and technology, AI application directions such as games, movies and advertisements, and brokerage sector.

Today, the AI theme continues to soar, and the hardware direction has soared across the board. Tianjian shares, Star Technology, Lexin Technology and other stocks have a daily limit of 20cm. Among them, Lexin Technology has been trading for 20cm in a row. This unit is a global fabless semiconductor company, which has been deeply involved in the research and design of software and hardware products in the AIoT field for many years, focusing on the research and development of wireless communication SoC with high integration, low power consumption, excellent performance, safety, stability and high cost performance.The concept of bean bag is on fire.