Looking for Non-AI Lines?

English summary

Then look for directions with performance and trends. Corresponding to engineering machinery + deep-sea oil and gas. # Engineering machinery: Overseas space is very large, already emerging, data exceeds expectations month after month, enough to explain the problem. Previously sucked dry by AI too severely, now long-term logic unchanged, short-term data very good, mid-term performance accelerating, stock price should return to its proper position. 50% space in half a year, certainty relatively strong. # Targets: 三一重工, 徐工机械, 中联重科, 恒立液压. # Deep-sea oil and gas: oil and gas supply gap, technological progress makes it economically feasible, national energy security, super cycle of deep-sea oil and gas. # Target: 博迈科, this year's new signed orders will be far greater than the company's current market value.