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Consumer Discretionary Is 2025's Worst Performing Sector, but These Stocks Are Outliers
The presale "discount" exceeds 30%, with a formal price of 0.5288 million yuan. Lei Jun: The annual target for the Xiaomi SU7 Ultra is 0.01 million units.
① The Xiaomi SU7 Ultra is officially launched with a price of 0.5299 million yuan, reduced by 0.285 million yuan from the pre-sale price of 0.8149 million yuan. ② "The Xiaomi SU7 Ultra has very strong product capabilities, and our team is fully confident, with a yearly sales target of 10,000 units, and we have a 90% certainty of achieving it," said Lei Jun. ③ In the 9 months since the Xiaomi SU7 was launched, 0.248 million units have been reserved and 0.135 million units have been delivered.
Goldman Sachs' research throws cold water on the situation: the turning point for humanoid robot technology remains unclear, and meaningful applications will take at least another five years!
Goldman Sachs believes that the humanoid robot H1 has only 19 degrees of freedom, making it still unable to handle complex and detailed tasks. At least in the next 2-3 years, it will be difficult for humanoid robots to achieve the same work efficiency as human workers. Meaningful applications are not expected for another 5-10 years.
The main line of Technology continues to evolve, and the AI computing power sector is expected to gain strength.
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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.