The "hot battle" of humanoid robots has begun: frequent release of new products. Is the year of mass production really here? | Industry observation
① Siasun Robot&Automation and Zhiyuan Robot both launched new humanoid robots, and related Concept stocks rose in response; ② mass production of humanoid robots still faces challenges, and domestic manufacturers aim to produce thousands of units this year; ③ there are also disputes within the Industry regarding the implementation scenarios.
The market has entered a period of reduced volume and chaos, with increasing divergence between Siasun Robot&Automation and AI. Can new hotspots break through?
Yesterday, the market continued its differentiated consolidation trend, with the three major Indexes bottoming out and rebounding slightly, while the trading volume shrank to around 1.5 trillion.
Delivery next month! Sharetronic Data Technology plans to purchase servers for no more than 3 billion yuan. Does it have the highest cooperation qualification with NVIDIA? | Quick Read Announcement
① Sharetronic Data Technology announced plans to purchase Servers from multiple suppliers, with the total procurement contract amount expected to not exceed 3 billion yuan, mainly used to provide customers with Rental & Leasing Services, with a pre-delivery time in April. ② A major concern is whether Sharetronic Data Technology possesses the relevant operational qualifications from NVIDIA. There are reports that they have "secured NVIDIA's highest partnership qualification," but Sharetronic Data Technology has not responded positively to this.
Talkweb Information System: Rumors circulating that "the company intends to adjust the major asset reorganization plan" are false information.
Talkweb Information System issued a clarification announcement stating that it has noticed online messages claiming that "the company plans to adjust its major asset restructuring方案." The company and the Board of Directors attach great importance to this matter and, in order to avoid any misleading information affecting the public and investors, hereby clarifies the situation.
[Data Monitoring] Institutions Sell multiple Robot Concept stocks, three speculative funds join forces to acquire Talkweb Information System.
① Multiple Robot Concept stocks were sold by Institutions, among which Shenzhen Zhaowei Machinery & Electronics was sold 0.144 billion. ② The popular stock in the Computing Sector, Talkweb Information System, received a total Buy of 0.474 billion from three leading speculative trading seats.
The market is still in a short-term retreat phase; after the peak of Solid State Battery, disagreements may intensify.
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