03040 Global X MSCI China ETF
- 32.680
- -0.720-2.16%
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"Bargaining" 0.3 million, Lei Jun stirs up the luxury car market! Car owners immediately switch to Xiao Mi SU7 Ultra, and second-hand platforms are busy with rentals and sales丨Frontline.
① The Xiaomi SU7 Ultra is an important flagship product under Xiaomi's Global Strategy for high-end development. ② Many offline owners of the Xiaomi SU7 are switching to the Ultra version, with the majority of users being young people. ② The price of the Xiaomi SU7 Ultra is 0.3 million less compared to the pre-sale, making it quite competitive in comparison to the Porsche Taycan and Lotus Technology.
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The presale "discount" exceeds 30%, with a formal price of 0.5288 million yuan. Lei Jun: The annual target for the Xiaomi SU7 Ultra is 0.01 million units.
① The Xiaomi SU7 Ultra is officially launched with a price of 0.5299 million yuan, reduced by 0.285 million yuan from the pre-sale price of 0.8149 million yuan. ② "The Xiaomi SU7 Ultra has very strong product capabilities, and our team is fully confident, with a yearly sales target of 10,000 units, and we have a 90% certainty of achieving it," said Lei Jun. ③ In the 9 months since the Xiaomi SU7 was launched, 0.248 million units have been reserved and 0.135 million units have been delivered.
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.
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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.
JD.com is making a significant investment in food delivery: offering high rewards to attract couriers, a mix of various promotional teams, and merchant orders have not yet increased significantly. | Frontline
① Currently, the volume of Orders on JD.com is still significantly lower than that of platforms like Meituan. The subsidies and delivery fees for delivery riders have increased, but the service providers and ground push segments are mixed with both good and bad players. ② According to JD.com's official customer service, the recruitment of service providers for JD.com delivery is only open to businesses, not supporting individual applications, and JD.com has not authorized any third-party Institutions to conduct paid recruitment activities.
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.
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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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The Global AI battle is heating up! Alibaba's Wanxiang model, surpassing Sora, is open-sourced and can run on consumer-grade graphics cards.
① Alibaba officially open-sourced its video generation model, Wanxiang 2.1, including all inference code and weights; ② Wanxiang 2.1 ranked first globally in the VBench benchmark test, surpassing a number of domestic and international competitors, including OpenAI, Adobe, and Apple; ③ With the open-sourcing of the 'strongest video generation large model,' OpenAI's and Google's paid plans may need to be questioned.
The "Technology Carnival" has become a strong catalyst, public funds are gathering to research Computer and high-end manufacturing. Who will be able to capture the next doubling stock?
① Numerous Fund companies are intensifying their research efforts on the Technology Sector, attempting to uncover future investment opportunities in the technology wave, with the Computer Industry companies being the most focused on; ② Several DeepSeek Concept stocks have doubled in price this year, and Institutions believe that technology stocks, particularly those related to DeepSeek, are expected to continue to perform strongly.