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Microsoft's "rental withdrawal" shakes the Technology chain: Can DeepSeek's open-source breakthrough offset the chill in the Hong Kong stock AI Sector?
① What impact does Microsoft's cancellation of datacenter leases have on Hong Kong stocks related to the DeepSeeK concept? ② How does DeepSeek's FlashMLA technology realize the potential of GPUs?
After researching the Industry Chain of humanoid robots in China, Morgan Stanley stated that the technology roadmap has not been unified, and the Industry Chain is accelerating cost reduction.
Morgan Stanley pointed out that the humanoid robot industry in China is showing an accelerated development trend, with most Chinese manufacturers planning to achieve mass production of hundreds to thousands of units by 2025. As China upgrades its technology, localizes equipment, and scales up production, it is expected to significantly reduce the manufacturing costs of humanoid robots. The cost target for Leju is to further decrease to 0.2 million by the end of 2025.
Technology stocks continue to soar, and the dual-main line market of DeepSeek and Siasun Robot&Automation is expected to persist.
Track the entire lifecycle of the main Sector.
Continue to soar! Still crazily iterating.
The next "Yushu"?
Goldman Sachs Siasun Robot&Automation deep research (3): Humanoid robots may be nearing mass production, with turning points emerging in three areas.
Humanoid robots are rapidly developing, but overall technology has not yet met the requirements for large-scale application in the industrial or Consumer sectors. Goldman Sachs believes that the turning point for humanoid robot technology may occur in three areas: solving multiple general tasks, high success rates and sustained robustness, and rapid reasoning. Currently, the development of humanoid robots still faces some obstacles, such as the lack of original data needed for training.
Wanlian Securities: The consumer terminal market continues to recover, and DeepSeek is expected to accelerate AI edge deployment.
Wanlian Securities suggests paying attention to the new product launches of brand manufacturers in the AI Consumer terminal Industry, the investment opportunities brought by the acceleration of the replacement cycle, and the leading manufacturers in the upstream fields of the Industry Chain, such as computing power chips, storage, and components.
COWmustMoo : robosense has attained its purpose of share placement at 27.75hkd.
HuatZaai OP : Arrived.