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The market continues to shrink and adjust, raising concerns about a retreat in the Siasun Robot&Automation Sector. Can the deep-sea Technology Concept hold the flag and launch a counterattack?
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White House Narrows April 2 Tariffs
Hua Hong Semiconductor Ltd. (1347) Was Upgraded to a Hold Rating at Citi
The "gap" in the implementation of the DeepSeek large model integrated machine | Depth
① The customer demand for the DeepSeek all-in-one machine has significantly increased, more than doubling compared to the customer density brought by ChatGPT in the previous two years. ② Currently, there is a severe shortage of relevant technical talent in government and enterprises, and there is a considerable gap between large models and their Business implementation.
The training tool for Siasun Robot&Automation is here! The embodied intelligence simulation platform "Ge Wu" is officially released.
① It is reported that "Ge Wu" integrates advanced reinforcement learning frameworks and multimodal motion control technology. ② Professor Ye Linqi, an open-source contributor to the "Ge Wu" platform, believes that future embodied intelligence needs to meet the most basic survival needs. ③ Brokerage firms believe that the second half of 2025 will be a stage for the rapid advancement of humanoid robot commercialization.
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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