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The Robot Concept is strong, Xiaopeng Autos (09868) rose by 7.34%. Goldman Sachs expects the Industry market size to reach 38 billion dollars by 2030.
Jinwu Financial News | The Robot Concept is strong, with Xiaopeng Autos (09868) up 7.34%, Suyin Juchuang (02498) up 5.39%, Horizon Robotics (09660) up 4.38%, UBTECH (09880) up 4.07%, MicroPort Scientific Corporation (02252) up 3.23%, and MINTH GROUP (00425) up 2.11%. Xiaopeng Autos' Chairman He Xiaopeng stated at the overseas shipment ceremony for the Xiaopeng X9 that robots in the Industry are basically at the L2 stage, and Xiaopeng's goal is to move towards L3, with confidence in becoming the earliest producer of L3 robots in China.
The main line of Technology continues to evolve, and the AI computing power sector is expected to gain strength.
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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.
The volatility of Technology stocks has intensified in the short term, waiting for low-buy opportunities after risks are fully released.
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HK-listed LiDAR Maker RoboSense to Issue up to 22 Million New Shares
HuatZaai : Valuation is the most reasonable VS other trending stocks (Horizon, Medbot)