Broker morning meeting highlights | Anthropic's strongest model Mythos launched, highly recommended Google Chain

Yesterday, the market opened high and went low, with the Shenzhen Component Index falling nearly 1%. The ChiNext Index refreshed a new high since June 19, 2015, during the trading day, followed by fluctuations and a decline of over 1% to end a five-day winning streak. The total turnover of Shanghai and Shenzhen stock markets was 2.42 trillion yuan. In terms of sectors, the concepts of medicine, computing power leasing, and commercial aerospace were active. On the downside, the concepts of lithium batteries, computing hardware, and storage chips weakened. At the close, the Shanghai Composite Index rose 0.01%, the Shenzhen Component Index fell 0.97%, and the ChiNext Index fell 1.22%. In today's brokerage morning meeting, China Securities Co., Ltd. believes that the strongest model of Anthropic, Mythos, has been launched, and they recommend Google Chain. Guotai Haitong believes that the supply and demand of bulk snacks will empower both directions and reconstruct the development logic of the snack industry. China Securities Co., Ltd.: The strongest model of Anthropic, Mythos, has been launched, and they recommend Google Chain Mythos is the strongest model of Anthropic so far, with a leap in capabilities, code, reasoning, and research assistance leading the previous generation. Its advantages are most prominent in real network security scenarios, not only far superior to Opus 4.6 in Firefox vulnerability exploitation tasks but also capable of discovering and exploiting zero-day vulnerabilities. In addition, Mythos also has a significant acceleration effect in biochemical R&D, as well as in the research and development processes of finance, AI training, and Siasun Robot & Automation industries. Although its overall alignment level is the best, its risk radius for low-frequency errors is larger due to its excessive ability, so it is only open to core customers. Anthropic is backed by investments and computing power supply from Amazon and Google, and has strengthened cooperation recently. By 2027, the demand for TPUs will reach 3.5GW, and the Google TPU industry chain is expected to continue to benefit from the expansion of front-end model training demand. Guotai Haitong: The US-Iran "big deal" is expected to be seen in April Currently, as the market is gradually becoming more optimistic about negotiations with a mix of trust and doubt, short-term and medium-term views are gradually shifting towards optimism: the current negotiations have conditions. The essence of extreme pressure is empty threats, which highlight bluffing negotiations. Trump "encourages negotiations through fighting," and both sides may have "hidden movements," with hopes of a "big deal" in April. Guotai Haitong: Empowering supply and demand in both directions, restructuring the development logic of the snack industry Snacks, also known as leisure food and beverages, are essentially a product of residents' consumption upgrading after breaking away from the constraints of food and have a different nature compared to staple foods. Snacks are becoming more large-scale, diversified, and healthier. Unlike staple foods, snacks have both optional and mandatory attributes, with adaptability across all regions, age groups, and scenarios. In the current economic environment, snacks also cater to mainstream consumer demands for both "cost-effectiveness" and "emotional consumption." The snack industry's supply and demand dynamics are being restructured.