No Data
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?
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 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.
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.
