The humanoid robot marathon will kick off on April 19, with the industry entering a phase of intensive catalysis.
① According to reports, the world's first humanoid robot half marathon will start at 7:30 AM on April 19th in Peking Yizhuang. ② Shanghai Securities pointed out that the Siasun Robot&Automation Industry Chain has entered a stage of "a hundred flowers blooming, a hundred schools of thought contending". Currently, humanoid robots are entering industrial scenarios, which has become a highly certain application trend domestically and globally. The commercialization of humanoid robots is promising, and attention is recommended for domestic component manufacturers that will benefit.
Cost pressure or shared by three parties? Apple is impacted by Trump's tariff policies, prompting a response from the "fruit supply chains."
① Under the new tariff policy of Trump, Apple Inc. may face a sudden increase in costs due to the Global supplier strategy; ② Since April 3rd, Apple and its supply chain stocks have significantly dropped, with the three major A-share supply chain companies falling more than 30%; ③ Several interviewees believe that Apple may address this cost pressure through three aspects: increasing terminal prices, compressing supply chain costs, and bearing the costs itself.
【Data Viewing】Four Institutions join forces to bottom-feed Goertek Inc. Retail funds and Algo activity remain persistently sluggish.
① Apple Supplier stock Goertek Inc. has experienced a consecutive three trading days of limit downs, with data from the market showing that the stock received a total Buy of 0.146 billion from four Institutions today. ② The Index rebounded, but the activity of first-tier speculative capital and Algo funds remains quite sluggish, with a low number of stocks being traded.
Huijin takes action to stabilize! The A-shares' "deep squat" may welcome a recovery window.
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Goertek Inc.'s revenue in 2024 has surpassed 100 billion, with a Net income growth of 144.9%. Q4 Net income decreased by 71.5% quarter-on-quarter | Insights from the Earnings Reports.
In the context of the overall slowdown in growth within the Consumer Electronics Industry, Goertek Inc. delivered an unexpectedly strong performance in its 2024 report, with steady annual revenue growth and a nearly 1.5-fold increase in Net income. Revenue in the fourth quarter reached a record high for the year, but due to increased cost pressures, Net income saw a significant decline quarter-on-quarter. On the 26th, Goertek Inc. released its 2024 performance report, with the following key points: Steady revenue growth: In 2024, revenue reached 100.954 billion yuan, breaking the 100 billion mark for the first time, and growing 2.41% year-on-year; Q4 revenue was 31.308 billion yuan, the highest quarterly revenue for the year. Significant improvement in profitability: Annual Net income.
Concerns remain as the market shows signs of recovery after hitting a bottom, with deep-sea Technology and cyclical stocks becoming the focus of attention.
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102329055 : Do people still care what's going to be announce this Saturday?
Thelord 102329055 : Sure announce useless things and Monday gonna dump very hard again
102329055 Thelord : Can they afford to say useless stuff?
10baggerbamm 102329055 : are you kidding me I got news for you if China does not stimulate again the economy in a very big way Monday you're going to lose BIG%, it's going to be a gap down before you can even get out. if they do this monster gargantuan stimulus that's was supposedly going to happen on Monday if they do that on Saturday then it's an enormous Gap up on Monday morning it won't be as high as the last leg up the first time and that's because the first time you had huge shorts in the marketplace but you will see about a 50% retracement of what the former high was to the recent sell off the lows this week
Thelord 102329055 : They never fail to shoot at their own feet
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