$INGDAN(00400.HK) rose almost five percentage points, as the story of the AIoT supply chain is occasionally remembered; $Infleqtion(INFQ.US) edged up slightly, with small-cap quantum stocks drifting along with sector sentiment; $PHANCY(06682.HK) basically didn't move 🙃
The AI application layer lacks new narratives in both Hong Kong and US markets. The dividends from model iterations haven't trickled down to this level yet. Before the next killer app emerges, application-layer stocks are just rotational side dishes.
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