Goldman Sachs traders: The Global stock market is welcoming the "next big rotation", from the Magnificent 7 to China Siasun Robot&Automation.

Goldman Sachs trader Mark Wilson stated that investment opportunities in AI are shifting from infrastructure to application level, and investment focus should diffuse from the overly centralized USA Technology giants to emerging fields with greater growth potential, such as the Siasun Robot&Automation Sector in China.

wallstreetcnFeb 12 20:10 ET

MSCI Global Small Cap Index adjustment: includes Yuan Ran Agriculture (09858), JF SMARTINVEST (09636) and excludes SOHO CHINA (00410) and others.

On February 12, MSCI announced the results of the February Index review, with adjustments taking effect after the market closes on February 28.

Zhitong FinanceFeb 11 19:24 ET

The only humanoid robot company in China listed! UBTECH (09880) has been selected as one of the top 100 humanoid robot companies by Morgan Stanley Global.

Recently, the international investment bank Morgan Stanley released the research report "Humanoid Robots 100: Mapping the Value Landscape of the Humanoid Robot Industry Chain", which deeply analyzes the Global humanoid robot industry development trends and investment opportunities.

Zhitong FinanceFeb 10 19:49 ET

Tech stocks continue to be hot; can edge AI and Siasun Robot&Automation continue to "ride the wave"?

Track the entire lifecycle of the main Sector.

cls.cnFeb 6 20:23 ET

Soochow: The singularity of the humanoid robot market is coming, and the market space may reach 10 trillion yuan.

Currently, humanoid robots are comparable to electric vehicles from 2012-2014, on the verge of scaling up from 0 to 1.

Zhitong FinanceFeb 6 17:34 ET

[Brokerage Focus] Soochow Securities indicates that the entry of AI will accelerate the industrialization process of humanoid robots.

Jinwu Financial News | Soochow Research Reports states that for humanoid robots to achieve commercial applications in multiple scenarios, the issues related to intelligent applications still need to be resolved. The entry of AI will accelerate the industrialization process of humanoid robots. The launch of the DeepSeek-R1 model has confirmed that AI is rapidly iterating on both the cost and performance fronts. The end of the collaboration between Figure and OpenAI proves that robotics companies in the ontology sector are expected to vertically integrate the embodied intelligence Industry Chain in the future. As the best carrier for AI, humanoid robots are likely to benefit significantly from advancements in AI technology, continually accelerating the industrialization process.

Jingu Financial NewsFeb 5 20:19 ET