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This article is written based on public information and is only for information exchange purposes. It does not constitute any investment advice

1. DespiteAI killer APPThe controversy over whether AI can be used is growing day by day, but AI replacing human labor is already happening, and some jobs are being replaced, especially those with a high degree of standardization, such as customer service and marketing. On the other hand, in this year's weak recruitment market, it is much easier for blue-collar workers to find jobs than white-collar workers.

2.Liquid Cooling TechnologyThe penetration rate of AI computing centers is increasing rapidly, especially in newly built AI computing centers. It is estimated that more than 80% of the new AI computing power will adopt liquid cooling systems.

3.AI Big ModelIn the competition, Baidu is the most aggressive among the big companies, having already started to generate revenue on both the B-end and the G-end, while Tencent is the most low-key, currently focusing on internal empowerment, which is similar to the company's traditional strategy. Among the startups, Zhipu performed relatively well, with its core competitiveness in self-developed model architecture and professional talents.

4.Going to seaNew Direction:

1) Pop Mart's new growth logic this year comes from going overseas, which is beyond many people's expectations. For example, the Southeast Asian market is very enthusiastic about IP, and the consumption capacity is even stronger than that in China. The company seized this change and began to rapidly expand its stores overseas. This year, the company's overseas growth rate is expected to double, and the overseas share will reach double digits.

2) NetEase and MiHoYo’s games performed even better overseas, taking the route of cultural export.

5. Major changes in the food and beverage industry:

1) Mengniu’s business lines except for Telunsu are currently under growth pressure. After the new management takes over, it will promote internal reforms and will pay more attention to sports in future marketing.

2) China Resources Beverage Group is facing growth pressure, and the market feedback for products such as afternoon milk tea, coffee, electrolyte water, and tea drinks is relatively flat.

3) The future of the Red Bull trademark dispute remains unclear, allowing Dongpeng to benefit.

4) The franchise market for Heytea is very hot, while that for Nayuki’s Tea is lukewarm.

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