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Goldman Sachs: Amid the wave of humanoid robots, visual perception systems are undergoing an arms race.
Goldman Sachs stated that although pure RGB camera solutions have higher algorithm requirements in visual perception systems, they are currently the most effective visual perception systems. The use of ToF cameras or Lidar can achieve more precise, stable, and reliable perception. In addition, Goldman Sachs forecasts that by 2027, the Global shipment of humanoid robots will reach 0.076 million units, and by 2035, it will soar to 1.38 million units.
Next, the music plays and the dance continues! The Hong Kong stock market is collectively boiling, technology stocks sound the charge, and China's "Ten Titans of Technology" launch a strong attack.
Continue playing music and continue dancing!
Hong Kong Stock Midday Review | Hang Seng Index rose 2.54% in the morning session, domestic Semiconductors continue to rise.
The demand for independent and controllable Semiconductors is urgent, and there are continuous investment opportunities in domestic semiconductor equipment materials/EDA/IP and other fields.
Hong Kong stocks fluctuated丨Semiconductor Manufacturing International Corporation rose over 6% to reach a new high, with an increase of over 50% this month. Market Cap stands at 460 billion Hong Kong dollars.
Hong Kong stocks in the Semiconductors sector surged significantly, among which the leading Semiconductor Manufacturing International Corporation rose over 6%, reaching 58 Hong Kong dollars, setting a new historical high. The cumulative increase within the month exceeded 50%, and the total market value surpassed 460 billion Hong Kong dollars.
Hong Kong stock Concept tracking | DeepEP opens to the public to promote a significant increase in chip demand, benefiting from the domestic AI wave (with related stocks attached).
According to sources familiar with the matter, several Internet giants have seen a surge in Orders for the same H20 chip.
Soochow: Domestic semiconductor equipment core technology breakthroughs have received international recognition, and the related equipment chain is迎迎增量增量增机会.
Soochow Securities recommends focusing on relevant symbols in the advanced packaging equipment chain.
