Long Yufei of the Great Wall Fund believes that the core layout of the next phase will shift to investment on the AI application side. In particular, he is optimistic about the two new technology segments of AI medicine and AI consumption, and maintains optimistic expectations for the AI application side. Whether in overseas or domestic markets, early market expectations for AI applications were too high, but after phased adjustments, expectations have returned to rationality. At the same time, hardware and infrastructure construction such as computing power has been accumulated to a certain scale. Currently, AI application exploration in various fields has gradually been implemented, compounding the current low market expectations, and the AI application field is expected to usher in valuation repair opportunities in the future.

Long Yufei of the Great Wall Fund believes that the core layout of the next phase will shift to investment on the AI application side. In particular, he is optimistic about the two new technology segments of AI medicine and AI consumption, and maintains optimistic expectations for the AI application side. Whether in overseas or domestic markets, early market expectations for AI applications were too high, but after phased adjustments, expectations have returned to rationality. At the same time, hardware and infrastructure construction such as computing power has been accumulated to a certain scale. Currently, AI application exploration in various fields has gradually been implemented, compounding the current low market expectations, and the AI application field is expected to usher in valuation repair opportunities in the future.