1. Huawei Industry Chain: At the Huawei Developer Conference on July 7, 2023, Huawei released its blockbuster Pangu Model 3.0. Huawei made it clear that the Pangu model was born to meet the needs of different industries, and said that the model has played a great role in many industries such as finance, government affairs, manufacturing, medicine, coal mining, railways, entertainment, and meteorology. You can follow: ** Changhong, ** Information, ** Office
2. Artificial intelligence: The current artificial intelligence, like the cloud computing and application ecology of the last round of the Internet explosion cycle from 2015 to 2018, is the engine tool to promote a new round of information society change. The artificial intelligence industry is no longer a short-term pulse development, and is currently in a period of rapid rise. As a domestic optoelectronic industry deeply involved in the global artificial intelligence computing power support, it will continue to benefit. You can follow: **Sheng, **Communication, **Technology
3. Coal: In the first week of July, the domestic Qingang Q5500 thermal coal closing price rose all the way, closing at 850 yuan / ton, up 2.41% from the previous month. Looking ahead to July, the World Meteorological Organization announced El Niño conditions for the first time in seven years, which are expected to lead to a rise in global temperatures, which could lead to a continuation of high demand. At the same time, the implementation of domestic supply guarantee policies and rising coal prices have increased shipping profits, which will stimulate the recovery of railway shipments, the transfer volume of ports will remain high, and the import volume will also pick up. The port may continue to destock, but the rate of inventory decline will slow down, the support for coal prices will weaken, and coal prices will enter a high shock stage. International, Energy
4. Home appliances: It is predicted that the home appliance sector may have the following potential to exceed expectations in the second quarter. The first is the household appliances sector, as the second quarter has a lower base, lower inventories and hot summer climate, which will bring a triple benefit. Secondly, in terms of clean energy and export chains, the recovery of exports in Europe and the favorable exchange rate will bring opportunities. Once again, the field of black goods, which is expected to bring good performance due to cost advantages and the increase in the share of leading companies and structural optimization. Finally, in the field of cold chain, the cost advantage and the profits of leading enterprises in the field of commercial display cabinets are expected to be significantly repaired.
You can pay attention to: ** appliances, ** technology
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