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Hong Kong stocks are moving | The Industry Chain for mobile phones expanded its gains in the afternoon, while Consumer Electronics are disturbed by short-term policy changes, but the long-term manufacturing center position remains stable.
In the afternoon, the mobile Industry Chain saw an expansion in gains. As of the time of reporting, COWELL (01415) rose by 8.82%, priced at 24.05 Hong Kong dollars; AAC TECH (02018) increased by 4.53%, priced at 36.95 Hong Kong dollars; Sunny Optical (02382) rose by 3.28%, priced at 66.15 Hong Kong dollars; BYD Electronics (00285) increased by 3.09%, priced at 35.05 Hong Kong dollars.
Humanoid robot competition: a "technical coming-of-age ceremony" where "flops" and "evolution" occur simultaneously.
① The champion team from Tian Gong, CTO Tang Jian of the Peking Humanoid Robot Innovation Center, told the Star Daily reporter, "The half marathon competition is mainly a limit test for the robot's Hardware and Software motion algorithm, or the stability and reliability of the robot's 'little brain'." ② The Wuxi embodied intelligence sports event opening tomorrow, along with the upcoming robot combat competition held by Yushu, will undoubtedly attract more attention for 'inspection.'
Technology stocks are rebounding, while high-profile stocks are collectively "cooling down". The market may enter a critical period for switching between high and low performances.
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COWELL: Annual report 2024
Horizon Robotics (09660) leads the Robot Concept; Institutions expect that the mass production plans of leading Ontology manufacturers will drive the ecological layout of the domestic components supply chain.
Jinwu Financial News | The concept of robotics continues to be hyped. UBTECH (09880) submitted an application for full circulation of Listed in Hong Kong to the China Securities Regulatory Commission last Thursday, with its stock price still rising by 8.14%. Among other concept stocks, Horizon Robotics (09660) increased by 14.56%, COWELL (01415) rose by 7.47%, Yuanjiang (02432) went up by 7.21%, Suton Ju Chuang (02498) climbed by 6.68%, and FOURTH PARADIGM (06682) grew by 5.14%. According to TrendForce data, there are already 11 mainstream humanoid robot Ontology manufacturers in the Chinese market in 2024.
Trump's softened stance towards China boosts Hong Kong stocks with two main lines! Leading fruit chain companies surged over 6%, and tech giants followed suit.
① How significant is the profit elasticity of Apple supply chain companies with respect to tariff exemptions? ② How do Institutions view the future performance of Technology stocks?
