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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.
Track the entire lifecycle of the main Sector.
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?
【Brokerage Focus】GTJA: Autos are one of the important application scenarios for humanoid Siasun Robot&Automation.
Jinwu Financial News | GTJA stated that Autos are one of the important application scenarios for humanoid robots. Auto manufacturers have advantages in precision manufacturing, large-scale production, as well as talent and funding, and humanoid robots will become an important extension direction for the Industry. Tesla is one of the leaders in the humanoid robot industry. The firm indicated that with the development of AI and the continuous optimization of software and Hardware, the commercialization of humanoid robots is accelerating. Tesla's Optimus plan is expected to enter mass production in 2025 and large-scale production in 2026, while many domestic humanoid robot manufacturers plan to start external sales, marking the beginning of mass production for humanoid robots.
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.
The adjustment of Hang Seng Index weights has triggered capital flows among major players: Alibaba and Tencent are facing short-term selling pressure, how should investors respond?
① How does the adjustment of the weight of leading stocks affect the related Stocks? ② Why is the "time window" for passive funds rebalancing concentrated on the day before it takes effect?
With the entry of Technology giants and car manufacturers, along with policies boosting the industry, Horizon Siasun Robot&Automation has seen a rise of over 7%, leading related Concept stocks.
① What are the main factors driving the rise of Robot Concept stocks? ② What is the future trend of the humanoid robot industry?
