AI empowers multi-field intelligent terminals to drive optical Hardware to usher in a new round of growth.
① According to media reports, the World Display Industry Innovation Development Conference opened in Chengdu, SiChuan. ② Soochow stated that AI empowers intelligent terminals in multiple fields, driving various terminal optical Hardware to start a new round of innovation cycle, opening long-term growth space.
【Illustration of Bull and Bear Stocks】The Copper cable high-speed connection Concept is performing strongly against the trend, with ZTE's Block Orders net Inflow reaching 6.198 billion yuan.
① This week, the three major A-share Indices continued the pullback trend from last week, and the market Volume has noticeably shrunk; ② The WeChat small store Concept stocks had significant gains, with Hunan Friendship & Apollo Commercial's weekly increase at 61.30%; ③ Domestic companies are increasingly demanding high-speed Copper cables in the fields of Asia Vets connected Autos, industrial automation, and Datacenter.
[Data Viewing] Three major first-tier funds join forces to seize Guoguang Electric, while Algo funds fully activate to trade multiple stocks.
① AI glasses Concept stocks Guoguang Electric received Buy from three leading speculative funds, with a total Buy amount exceeding 0.4 billion. ② Algo funds have been highly active recently, today multiple stocks were subject to Algo trading, among which Visual China Group received a Buy of 0.117 billion by the Shanghai branch of CICC while selling over 50 million.
As the Spring Festival holiday approaches, the tourism Industry is expected to pick up, and these Concept stocks are frequently being investigated.
The Spring Festival holiday is from January 28 to February 4, 2025, totaling 8 days.
Siasun Robot&Automation + Asia Vets dual drive Lidar market is expected to grow rapidly.
① According to reports, Hesai Technology will launch its latest product at the upcoming CES - a mini high-performance 3D Lidar specifically designed for the robotics and industrial markets. ② Lidar, known as the "eye of the machine," has become an important tool for robots to perceive their environment due to its high precision, wide range, and strong stability, making the robotics Industry a significant growth engine for the Lidar market in the future.
The Volcano Engine creates an AI voice toy, which may become one of the first applications of AI Hardware.
① It is understood that Volcano Engine has collaborated with Shanghai Fortune Techgroup to create AI voice toys, with its Wi-Fi module provided by Bestechnic (Shanghai) Co., Ltd. Tuya Inc. also participated in providing relevant modules and integration platforms. ② GF SEC analyst pointed out that the AI toy sector combines Education and companionship attributes, representing a real demand direction for AI Hardware, and is Bullish about the market potential for AI toys.
bullrider_21 OP : BYD will delve into making humanoid robots.