Highlights of Broker Morning Meeting | NVIDIA's GTC Conference is About to be Held, Emphasizing the Human-shaped Siasun Robot & Automation Industry Chain

Yesterday, the market adjusted slightly and the three major indexes fell slightly. The total trading volume in Shanghai and Shenzhen markets was 1.51 trillion yuan for the whole day, a decrease of 312.6 billion yuan from the previous trading day. In terms of sectors, AI healthcare, composite collection fluid, motor, and photovoltaic equipment sectors performed well, while state-owned enterprises, insurance, Huawei Ascend, and AI intelligent bodies sectors performed poorly. At the close of trading yesterday, the Shanghai Composite Index fell by 0.19%, the Shenzhen Component Index fell by 0.17%, and the ChiNext Index fell by 0.25%. At today's morning meeting of securities firms, Galaxy Securities believes that the A-share market is welcoming an opportunity for structural valuation reshaping; China Securities Co., Ltd. pointed out that the antimony supply-demand gap has been over 20% in the past two years, and antimony prices may continue to rise; Tianfeng stated that the upcoming NVIDIA GTC conference will focus on the humanoid Siasun Robot & Automation industry chain. Galaxy Securities: A-share market welcomes opportunity for structural valuation reshaping Galaxy Securities pointed out that the A-share market is expected to fluctuate upwards. Currently, the domestic economy is in a period of transition from old to new growth drivers, especially with the accelerated development of new productive forces and a series of policy boosts, the A-share market is welcoming an opportunity for structural valuation reshaping. With the accelerated implementation of existing policies and the introduction of a package of new policies, the domestic economic fundamentals are expected to gradually improve. With the background of accelerated entry of medium and long-term funds into the market, market operations are tending to stabilize, and investor confidence will further increase. In terms of allocation, first, focus on technology innovation themes based on the logic of self-controllable and the development of new productive forces. Second, focus on the "two new" themes under the expansion of domestic demand orientation. Third, focus on the dividend sectors with high safety margins, especially state-owned enterprises. China Securities Co., Ltd.: Antimony supply-demand gap of over 20% in the past two years, antimony prices may continue to rise China Securities Co., Ltd. pointed out that the characteristics of antimony, such as "shrinkage when heated and cooling expansion (extremely rare in the periodic table) and difficulty in recycling," destined it to become a key "consumption-type metal" for new material characteristics. In the era of artificial intelligence, in the era of rapid development of military aerospace in China, and in the era of rapid development of new energy vehicles and photovoltaic industries, "antimony" metal is indispensable. According to a relatively cautious demand growth rate assumption, the supply-demand gap of antimony is over 20% in the past two years, and antimony prices may continue to rise, indicating that the antimony sector may be revalued. Tianfeng: NVIDIA GTC conference to be held soon, focus on humanoid Siasun Robot & Automation industry chain Tianfeng pointed out that the NVIDIA GTC conference is about to be held, and the breakthroughs in intelligent and graphic perception technology showcased at this conference may indicate the future widespread and broad application of humanoid Siasun Robot & Automation, driving major manufacturers to enter the humanoid Siasun Robot & Automation industry. Sensors and mechanical joints are key components for the movement and perception of humanoid Siasun Robot & Automation, and their performance will affect the response and movement accuracy of humanoid Siasun Robot & Automation, and the progress in AI intelligence is expected to drive the key hardware industry of Siasun Robot & Automation towards high precision and high reliability.