"Cyber Traditional Chinese Medicine" has become popular! The Server crashed, Orders surged, yet there are still technical and policy issues to be resolved.

① The founder of an AI Traditional Chinese Medicine (TCM) app stated that with the popularity of DeepSeek, the interest in AI TCM has increased, leading to a rapid growth in the number of users after the New Year, causing the Server to crash multiple times. Additionally, industry insiders indicated that the Industry will enter a phase of explosion. ② Several AI TCM brain system service providers expressed their active connection to DeepSeek, and new players have begun to enter the market, leading to market iteration and reshuffling.

cls.cnFeb 28 12:01

The volatility of Technology stocks has intensified in the short term, waiting for low-buy opportunities after risks are fully released.

Track the entire lifecycle of the main Sector.

cls.cnFeb 26 09:22

Alibaba's open-source text-to-video model Wanxiang 2.1 is expected to bring about a starting point for the explosion of AI applications.

① According to informed sources, Alibaba fully open-sourced its video generation model Wanxiang 2.1 on the evening of February 25. ② With AI video generation tools represented by Wanxiang continuing to iterate, their penetration into various application scenarios is expected to accelerate in the future.

cls.cnFeb 26 08:13

【Data Observation】Institutions and retail investors are fiercely competing in Shijiazhuang ChangShan BeiMing Technology, with Algo fund activity increasing against the trend.

① The Hongmeng Concept stock Shijiazhuang ChangShan BeiMing Technology was sold by Institutions for 0.3 billion, while three leading speculative funds bought a total of over 0.4 billion. ② The amount of stocks bought and sold by Algo funds has significantly increased, among which the state-owned cloud concept stock Shenzhen Sed Industry was bought by one Algo position for 0.24 billion.

cls.cnFeb 24 17:54

The central No. 1 document first proposed "new agricultural productive forces", and the Jiangsu Nonghua Intelligent Agriculture Technology Sector is expected to be catalyzed.

The No. 1 central document of 2025 first proposed "new quality productivity in Agriculture." Jin Wencheng, director of the Rural Economic Research Center of the Ministry of Agriculture and Rural Affairs, stated that the connotation of new quality productivity in Agriculture is quite rich, including current Biological Breeding technology, Drone technology, AI technology, and digital technology.

cls.cnFeb 24 08:09

The focus of AI development is shifting from training to inference, with customized ASICs expected to experience a surge.

① Driven by DeepSeek, CSP providers are expected to more actively develop self-owned ASIC solutions with lower costs, shifting their focus from AI training to AI inference, which is estimated to gradually increase the proportion of AI inference servers to nearly 50%. ② GTJA points out that AI ASIC chips have advantages in power consumption and cost, making them a necessary choice.

cls.cnFeb 24 08:09