AI Application Direction: The Logic of the Rise

English summary

### AI Application Direction: The Logic of the Rise Time: 2026-07-31 11:50:27 Content: I'm also looking at the AI application direction, and I've been trying to find the logic behind the rise of AI applications. Because participating purely based on K-line charts in a direction without logic is the most boring. There should be several points for current AI applications: 1. Oversold: In the technology sector, hardware surged from March to June, but software has been falling for years and is very depressed, so the chips in AI applications are actually cleaner than those in hardware. 2. On July 30, OpenAI announced price cuts for two models of GPT-5.6. OpenAI's price cuts, lowering token costs, benefit applications. 3. AWS and Microsoft's cloud businesses have reported very good results, which conversely shows that the B-side is actively promoting AI applications. That's roughly the logic. Regarding whether to pay attention to AI applications, I thought about it and I believe [it needs attention]. Why? 1. The market's position is reasonable, everything is waiting to be done, and AI applications will also gain the "momentum" of a market rebound. ...