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Technology stocks are experiencing a crazy "roller coaster", and Xiaomi's stock price is in great turmoil! Lei Jun briefly became the new richest person in China.
The alarm for overheating in technology stocks has sounded.
The main line of Technology continues to evolve, and the AI computing power sector is expected to gain strength.
Track the entire lifecycle of the main Sector.
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.
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.
Next, the music plays and the dance continues! The Hong Kong stock market is collectively boiling, technology stocks sound the charge, and China's "Ten Titans of Technology" launch a strong attack.
Continue playing music and continue dancing!
Hong Kong Stock Midday Review | Hang Seng Index rose 2.54% in the morning session, domestic Semiconductors continue to rise.
The demand for independent and controllable Semiconductors is urgent, and there are continuous investment opportunities in domestic semiconductor equipment materials/EDA/IP and other fields.
