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The market is still in a short-term retreat phase; after the peak of Solid State Battery, disagreements may intensify.
Track the entire lifecycle of the main Sector.
Brokerage morning meeting highlights: DeepSeek reopens its source code, focusing on changes in AI applications.
At today's Brokerage morning meeting, HTSC proposed that DeepSeek be open-sourced again and focus on changes in AI applications; China International Capital Corporation believes that AI+finance is expected to reach a scaling inflection point; China Securities Co.,Ltd. stated that the performance resonance of lithium battery demand is signaling the beginning of a new cycle.
Morgan Stanley Fund: Humanoid robots will gradually enter the mass production phase by 2025.
Currently, the humanoid robot industry both domestically and internationally is mainly divided into three major forces: automotive companies, robot companies, and Internet companies. The primary demand for humanoid robots such as those from Tesla is the ability for scaled production and cost reduction.
Humanoid robots collaborate to create new tricks! Collective intelligence has become a new trend in development, opening up prospects for industrial scenario applications.
① The official WeChat account of UBTECH released a video, showcasing the Walker S series robots in a collaborative training at the ZEEKR 5G smart factory. ② This collaborative training was completed using the collective brain network Software architecture and humanoid intelligent network integration hub. ③ Brokerages believe that the iteration on the Software side is key to continuously enhancing the product strength of humanoid robots.
The divergence in the technology stock sector is increasing, pay attention to the rotation opportunities in low-level directions such as Solid State Battery and CSI Consumer 360 index.
Track the entire lifecycle of the main Sector.
Hong Kong Stock Market Morning Report | Political Bureau meeting mentioned real estate and stock market, the US-Ukraine mineral agreement was not signed.
① The Politburo of the Central Committee emphasized stabilizing the real estate and stock markets. ② The USA and Ukraine mineral agreement failed to be signed. ③ The core PCE price index in the USA increased by 2.6% year-on-year in January, meeting expectations. ④ According to the National Statistics Bureau, the manufacturing purchasing managers' index (PMI) in February was 50.2%, an increase of 1.1 percentage points from the previous month. ⑤ Peking: Striving to promote the deployment of 10,000 humanoid Siasun Robot&Automation by 2027.
