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Hong Kong stocks fluctuated | The entire Industry Chain for mobile phones plummeted due to the threat of USA tariffs impacting the supply chain, with first quarter iPhone sales not meeting expectations.
The mobile Industry Chain has suffered a significant decline. As of the time of reporting, BYD Electronics (00285) has fallen by 12.05% to HKD 49.25; Sunny Optical (02382) has decreased by 8.04% to HKD 86.35; COWELL (01415) has dropped by 6.88% to HKD 29.8; Q TECH (01478) has decreased by 6.49% to HKD 7.06.
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?
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.
The main line of Technology continues to evolve, and the AI computing power sector is expected to gain strength.
Track the entire lifecycle of the main Sector.
Brokerage morning meeting highlights: Humanoid robots enter the year of mass production, opportunities arise in the materials sector.
In today's Brokerage morning meeting, Sinolink stated that humanoid robots have entered the year of mass production, and the materials sector is encountering opportunities; China Securities Co., Ltd. indicated that AI has now entered a verification phase of prosperity and is expected to become a long-term main line in the market; GTJA believes that the transformation of power positioning driven by reforms has already occurred, seizing structural opportunities in specific sub-sectors.
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.
