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Trending Industry Today: HORIZONROBOT-W Leads Losses In Semiconductors Stocks
Trending Industry Today: ROBOSENSE Leads Losses In Robotics Stocks
The dreams of humanoid robots have been shattered? Related Concept stocks in Hong Kong all adjusted, with Horizon Robotics down nearly 10%.
① What core bottlenecks are currently faced by the humanoid robot industry? ② How does the inclusion of Horizon Robotics in the Hang Seng TECH Index and the upcoming release of restrictions create a "frozen and fiery" effect?
Semiconductor concept stocks collectively declined, Semiconductor Manufacturing International Corporation (00981) fell by 6.40%. Morgan Stanley predicts there is an upward risk in semiconductor tariffs.
Jingwu Financial News | Semiconductor Concept stocks collectively declined in early trading. As of the time of publication, Semiconductor Manufacturing International Corporation (00981) fell by 6.40%, HUA HONG SEMI (01347) fell by 7.13%, and ZTE (00763) fell by 5.02%. On the news front, Morgan Stanley released a Research Report on February 27 indicating that the US government has suggested possible further tariff measures on products including Autos, Energy, Semiconductor, and Pharmaceutical. These four industries account for a total of 27% of the total US imports and 24% of Asia's total exports. Against the backdrop of escalating trade tensions, the related uncertainties may dampen corporate performance.
Goldman Sachs' research throws cold water on the situation: the turning point for humanoid robot technology remains unclear, and meaningful applications will take at least another five years!
Goldman Sachs believes that the humanoid robot H1 has only 19 degrees of freedom, making it still unable to handle complex and detailed tasks. At least in the next 2-3 years, it will be difficult for humanoid robots to achieve the same work efficiency as human workers. Meaningful applications are not expected for another 5-10 years.
Technology stocks are experiencing a crazy "roller coaster", and Xiaomi's stock price is in great turmoil! Lei Jun briefly became the new richest person in China.
The alarm for overheating in technology stocks has sounded.
