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Exposure of high-quality stocks with sustained high growth performance[Bean bag concept leading stock exposure! 】The concept of bean bag is on fire.

Founder Securities said that the multi-modal generative AI has different empowerment rhythms for different film and television forms. Al's video generation ability corresponds to its empowered film and television form, and marketing video materials, short plays and animations are expected to benefit first. From the upstream and downstream of the industrial chain, companies with video corpus in the upstream and companies with video IP or web IP in the downstream are expected to benefit from the empowerment of AI video generation technology, and the new commercialization potential is expected to be gradually released.The industry believes that the news is expected to boost the market sentiment of domestic computing power and chips in a short period of time. In the medium and long term, the overall localization pace of domestic semiconductor industry is expected to further accelerate.The surge in AI applications is essentially the recognition of growth stocks. Caixin Securities said that at present, the A-share market is approaching the final stage of the shock adjustment period. With the full change of market funds, favorable policy expectations and the blessing of the restless market in spring, it is possible for the market to step out of the adjustment range in the near future. The market is expected to interpret the New Year's market, which can focus on the following directions: technology and independent controllable direction, the theme of mergers and acquisitions in the field of science and technology, AI application directions such as games, movies and advertisements, and brokerage sector.

The data shows that a total of 39 stocks entered the list. The high-quality stocks with sustained high growth are mainly mid-cap stocks, and there are two stocks with a market value of 100 billion, namely North Huachuang and Zhongji Xuchuang. Stocks with relatively high market value include Shandong Gold, Guodian Power, Desai Siwei and Tianfu Communication, all of which are higher than 50 billion yuan. There are 6 stocks with a market value of less than 10 billion yuan, namely Xueda Education, Shangsheng Electronics, Jinzai Food, Jiajiayue, GM and Runben.The concept of bean bag is on fire.