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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Short-Term Asian Bonds Preferable Under US Rate Uncertainty, Nomura Says
[Data View] Northbound funds are bottom-fishing Chifeng Jilong Gold Mining, while four speculative funds join forces to buy Suzhou Hailu Heavy Industry.
① Today, Chifeng Jilong Gold Mining, which hit the daily limit down, saw a net purchase of over 0.2 billion from the HK ->SH seats, while the stock was sold by three Institutions totaling 0.348 billion. ② The controllable nuclear fusion Concept stock Suzhou Hailu Heavy Industry received a total purchase of 0.176 billion from four top speculative funds.
Track Hyper | DChain Core: Victory Giant Technology made a huge profit in Q1.
Although NVIDIA is not favored, the core suppliers of DChain are still making a profit.
Asian Markets Struggle Amid US Economic Concerns And Dollar Weakness
Siasun Robot&Automation team "operating" ignites the buzz! The Industry Chain frequently updates progress. Analysts suggest that the next 2-3 years may be a critical period for mass production.
① This year, the Guangzhou Fair has set up a special area for service robots for the first time, and exhibitors revealed that customers made deposits on the spot, with some even stating that "9 out of 10 display models were booked." ② Currently, there are 11 major humanoid Ontology manufacturers in China that have started mass production plans for 2024, with several manufacturers planning to produce over a thousand units in 2025. ③ Analysts state that the next 2-3 years will be a crucial period for large-scale mass production and delivery of robots.
Asia-Pacific Markets Set to Open Lower After Trump's Attack on Fed Chair Sends Wall Street Tumbling
Victory Giant Technology: In Q1, net income surged by 339%, driven by the AI computing power wave, leading to explosive performance.
Victory Giant Technology's Q1 performance exploded: profits surged by 339%, the PCB giant rises amid the wave of AI computing power. Key points include a huge increase in performance: Q1 revenue reached 43...
Japanese Markets Set to Open Lower as Trade Tensions Dent Sentiment; China Rate Decision on Tap
The humanoid robot marathon will kick off on April 19, with the industry entering a phase of intensive catalysis.
① According to reports, the world's first humanoid robot half marathon will start at 7:30 AM on April 19th in Peking Yizhuang. ② Shanghai Securities pointed out that the Siasun Robot&Automation Industry Chain has entered a stage of "a hundred flowers blooming, a hundred schools of thought contending". Currently, humanoid robots are entering industrial scenarios, which has become a highly certain application trend domestically and globally. The commercialization of humanoid robots is promising, and attention is recommended for domestic component manufacturers that will benefit.
Asia Week Ahead: Bank of Korea Decision, Japan Inflation Data
Japan's Key Nikkei Index Falls Amid Tariff Concerns
Express News | Hong Kong Indexes Continue to Rally. Alibaba and Tencent Rise 2%. U.S.-Listed Chinese ETFs Surge, YINN Up 5%, CWEB Rises 6% In Overnight Trading
Trump Open to Talking Tariffs With China
The underlying foundation of new quality productivity in Technology, Institutions are Bullish on the future performance of the domestic Semiconductors industry.
According to media reports, the Ministry of Industry and Information Technology recently held a high-quality development industry conference for the national electronic information manufacturing sector in Taiyuan, Shanxi Province; CITIC SEC believes that the domestic Semiconductors industry, as the underlying base of new Technology productivity, is expected to perform better in the next stage under the bullish trends driven by policy support, cyclical reversals, and incremental innovations.
China Prepares 'Extraordinary Efforts' to Counteract Impact of U.S. Tariffs
Express News | Hong Kong Stock Indexes Tank on Monday. Hang Seng Index Down Over 8%. Tencent Drops 8% and Alibaba Plunge Over 11%
Express News | Jack Ma-backed, Ant Group Co., utilized semiconductors manufactured in China to create methods for training AI models, resulting in a 20% reduction in costs, according to sources (Bloomberg)
The Index may return to adjustment in the short term, with a focus on the Diffusion opportunities in the Marine Economy as the theme rotation accelerates.
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