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.
After a continuous reduction in volume, short-term sentiment has reached a freezing point. Can the recovery of AI computing power lead to a market rebound?
Although the market experienced some degree of recovery yesterday afternoon, the rebound strength remains relatively weak, and the short-term trend continues to show a weak adjustment structure.
[Market Data] The trading volume of multiple GFNZ100 has surged as leading capital speculates on Hang Zhou Iron & Steel.
① The trading volume of multiple GFNZ100 has surged, among which the Chinaamc NASDAQ 100 ETF(QDII) saw a 387% increase compared to the previous trading day. ② The limit-up computing concept stock Hang Zhou Iron & Steel was purchased by a leading speculative fund seat while also facing sells from two leading speculative fund seats.
The gross margin of the main products is negative, and Angang Steel lost over 7 billion yuan last year | Interpretations
1. Angang Steel's net income for 2024 is 7.122 billion yuan, a year-on-year decline of 118.8%, possibly setting a new high for losses in the Steel industry. 2. The gross margin for the company's main products, including cold-rolled, hot-rolled, and medium-thick plates, is all negative.
[Data Analysis] The IF futures are significantly increasing long positions as well-known speculative funds are bottom-fishing Hang Zhou Iron & Steel.
① The Block Orders for the IF index futures contract saw long positions increase by over 7,000 lots, with the amount of increase clearly greater than that of short positions. ② The activity of first-tier speculators declined contrary to the trend, with Hang Zhou Iron & Steel experiencing a limit down, purchased by CITIC SEC's Xi'an Zhuque Street branch for over 40 million.
New themes are gradually emerging as market styles shift between high and low, but the strength of the Technology mainline's recovery remains crucial.
Yesterday, the market continued to adjust, and all three major Indexes fell, returning to a consolidation structure in the short term.