Editor's Note: 1. The concept of AI glasses continued to rise yesterday and formed a slight resonance with the index, which is expected to become a short-term leading core topic, and can still pay attention to its internal sub-segment opportunities for supplementing the rise. 2. Considering the five major factors of heavyweight products, attention, shipments, penetration rate, and performance, AI glasses are currently still viewed from the perspective of concept speculation; 3.When it comes to infrastructure, although it has been divided, the core symbols of the front row are still maintained with strong acceptance, and there may still be opportunities for repeated activity in the future.

The market rebounded yesterday, with the three major indexes all rising, and the trading volume of the two markets exceeded 100 billion more than the previous day. After the Shanghai Composite Index closed with a large volume Yang line, the probability of short-term stability and stabilization increased, so we can still actively pay attention to the low-hunting opportunities in various hot spot rotations in the future.

Looking at the market, the AI glasses concept stocks have achieved a continuation in the environment of the stock game in recent years. Dr. Glasses rose to the limit for four consecutive days, with the stock price doubling, Yes Optoelectronics having three consecutive boards, and Shenzhen Zowee Technology having two consecutive boards. In addition, the rise of AI glasses also formed a slight resonance with the index. Therefore, this direction is expected to become the core topic of short-term leading stocks.

Behind the popularity of smart glasses, it also covers display components, optical components, chips, assembly, sensors, other structural components, and other back-end links such as matching and sales. Display components and optical components currently have the highest hardware technical difficulty and cost ratio and relatively high value. There may be further potential in the future.

However, as the AI glasses market continues to evolve, some market views currently compare it with the TWS headphone market in 2019. Considering that the five major factors of heavyweight products, attention, shipments, penetration rates, and performance have not been met, AI intelligent glasses are currently more like the conceptual speculative stage of TWS headphones from 2015 to 2016. Therefore, investors participating in this should stay half-conscious and not blindly optimistic. Once there are obvious signs of an ebb tide in the core symbols of the front line, related risk control should be noted.

Although AI glasses have shone in the competition with the direction of infrastructure, it does not mean that there will be no opportunities in the future for the infrastructure sector. From the intraday market point of view, although Qingyan Environment has exploded again, it still maintains a strong upward trend structure among the 20CM stocks. The rebound of Tibet Tianlu at the end of yesterday's trading session also laid the foundation for speculation today. Therefore, although the current short-term speculation focus is more inclined to the direction of consumer electronics represented by AI glasses, there are still possibilities for several core symbols in the front of the infrastructure sector to further group up.

In addition, with the rebound of the index, the direction of large financial stocks is also worth noting. Compared with banks, securities have shown some anomalies in recent intraday markets and may be regarded as a move of fund trial trading. According to past experience, large finance, indexes, and sentiment all have strong resonance. In the future, we still need to focus on whether the trading volume continues to expand. Once the market continues to rebound with volume, the large finance sector may play an important role in it.