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Golden Ten Data on May 8, BofA Securities issued a report pointing out that the argument that Apple's (AAPL.US) rating upgrade to "buy" at the beginning of this year is being realized, which is manifested in the strong cycle of iPhone upgrades in long driven by generative artificial intelligence (GenAI) is coming; Services rises rising again, from 11% in December last year to 14% in March this year; In terms of iPhone, Mac and servers, the application of Apple chips is emphasized; Continued strong returns on capital; Mao Intrerest Rate has an upward short; In anticipation of the launch of artificial intelligence features, institutional clients increased their holdings. The bank believes that Apple's iPhone sales rising in mainland China, valuation revisions turning positive, and GenAI capabilities will drive a strong upgrade cycle. The bank raised Apple's price target to $230 from $225 and its 2025 EPS forecast of $7.76, reiterating a "buy" rating and looking forward to more positive catalysts long the company.

According to a report by 36Kr on December 22, Mao Shijie, vice president of Lenovo Group and president of the Shanghai branch of Lenovo Research Institute, said at the NetEase Future Conference that the AI large model provides the most favorable technical support for the realization of interactive control, perception and three-dimensional content construction in the industry Metaverse, which will greatly dropMetaverse the construction cost and improve the application value of Metaverse.

On November 22, according to Anhui.com, the People's Court of Yijiang District, Wuhu City, concluded a contract dispute case, and the plaintiff Mao entrusted the defendant Li to purchase a special computer to mine the virtual currency Dogecoin and paid Li an investment of 100,000 yuan, after which Li has been claiming that he has obtained income from digging Dogecoin, but has not paid the principal and income to him. Mao resorted to the court and demanded that Li return his investment of 100,000 yuan and bear his interest losses. The court held that the equipment involved in the transaction was actually a mining machine used to calculate the "mining" activity of producing virtual currency, and both parties in this case were aware of it, and the entrustment contract involved in the case was invalid, and ruled that Li should return 100,000 yuan to Mao in accordance with the Civil Code of the People's Republic of China.

According to Jiemian News, Chen Junjie, Harvest Global Industry Upgrade Fund Manager of Harvest Fund, talked about A-shares and said that industries related to ChatGPT that may bring about changes also have stocks rising, such as computing power, applications, and connections. For example, artificial intelligence companies and media game companies in the vertical field that have extended the implementation of AI have benefited. He concluded that both A-shares and U.S. stocks have gradually converged to companies that really benefited from the previous cycle and companies with certain performance, such as chip manufacturing-related companies. With AI bringing from hardware to applications or various vertical applications, the main line of a series of upstream, midstream, and downstream links that AI can drive will gradually become clear. Mao Zheng added that both A-share and U.S. core chip companies started their large-scale upward movement at the beginning of this year. Investment in U.S. stocks will focus more on core AI companies, core companies that can truly participate in the AI chain, such as Nvidia , Oracle etc. On the other hand, A-shares are more inclined to let a hundred flowers bloom, from the initial AI server and computing power chip to the connected optical module, and even some upstream optical products.

Jinse Finance reported that during MWC Shanghai 2023, Mao Shijie, Vice President of Lenovo Group and President of Lenovo Research Institute Shanghai Branch, said in his keynote speech that with the application of Metaverse in vertical fields such as electric power and intelligent manufacturing, industry customers will accept Metaverse The industry metaverse has become a new carrier for the integrated development of the digital economy and the real economy. It is understood that based on virtual reality, augmented reality, artificial intelligence and other technologies, the industry metaverse has created a virtual space with visualization, interaction and immersive experience. Enterprises can use the industry metaverse technology to simulate and deduce in the virtual world , to implement applications that are difficult or costly to implement in the real world. At the same time, through virtual-real mapping, fusion and linkage, the information and perception capabilities of the virtual world are superimposed on the physical world to improve the decision-making ability and collaboration efficiency of humans and robots.

According to Jiemian News, on the morning of June 20, 41 main stocks had a net outflow of more than 100 million yuan, and many AI concept stocks were listed. Zhongke Sugon ranked first with a net outflow of over 600 million yuan, Inspur Information had a net outflow of over 400 million yuan, and Kunlun Wanwei, Tom Mao, Huagong Technology, Jinqiao Information, Huaxi Stock, and Shenzhen Technology had a net outflow of over 300 million yuan.