LaoKai
#ENA I will focus on the following zones and directions:
1, AI section
AI narrative is also the most talked-about narrative in the past two days. The main reason is that AI narrative has several clear catalysts:
NVIDIA Earnings on May 22nd;
On June 10th, Apple WWDC 2024 also released some additional AI-related content;
ChatGPT 5 may be released this summer, and the GPT version of the search engine is also coming;
Google I/O conference on May 14th
Essentially, this is a matter of attention. That is, events generate expectations, expectations drive market attention, and market attention drives p
View Original1, AI section
AI narrative is also the most talked-about narrative in the past two days. The main reason is that AI narrative has several clear catalysts:
NVIDIA Earnings on May 22nd;
On June 10th, Apple WWDC 2024 also released some additional AI-related content;
ChatGPT 5 may be released this summer, and the GPT version of the search engine is also coming;
Google I/O conference on May 14th
Essentially, this is a matter of attention. That is, events generate expectations, expectations drive market attention, and market attention drives p