NVIDIA releases the general robot model RVT-2, accelerating the implementation of humanoid robot intelligence.
① NVIDIA has released the robot's Hardware solution Jetson Orin series chips and Software solution Isaac platform, which can be used for the training, development, simulation, and deployment of robots throughout the process. ② Changjiang Securities stated that NVIDIA, being a core manufacturer of AI computing power, has entered the field of humanoid robots, and is expected to provide strong technical support for downstream robot software manufacturers, accelerating the iteration of AI model training.
The largest IPO in Hong Kong stocks in the past three years is coming.
The Global process is accelerating.
Recently, 13 companies secured over 56.5 GWh of energy storage orders, with the global battery shipment volume doubling in growth, and energy storage companies are expected to benefit from the development of the large storage market in Europe.
① The year-on-year growth rate of global energy storage battery shipments accelerated from 25% in the first half of 2024 to 68% in the third quarter of 2024; ② HSBC Qianhai Securities has raised its forecasts for global energy storage system installations in 2025 and 2026 from 266GWh and 360GWh to 270GWh and 363GWh, respectively, to reflect that the short-term shipment volume of energy storage batteries is stronger than expected and the demand outlook in the china and Middle East markets has improved.
The four associations suggest cautious procurement of usa chips, while domestic chips welcome a catalytic opportunity.
On the evening of December 3rd, the China Internet Association, China Semiconductor Industry Association, China Auto Industry Association, and China Communication Enterprises Association successively released statements, recommending caution in purchasing usa chips. East Sea Securities stated that the current domestic production rate of automotive chips in china is only about 10%, indicating significant growth potential.
[Data Analysis] Siasun Robot&Automation ETF trading volume continues to surge, as speculative capital and algo work together to grab shares of Gosuncn Technology Group.
① The siasun robot&automation ETF (562500) trading volume increased by 49% compared to last Friday, and the ETF's trading volume has significantly increased for two consecutive trading days. ② asia vets concept stock gosuncn technology group received buy orders totaling nearly 0.3 billion from four top-tier institutional investors and buy orders exceeding 70 million from one algo trading seat.
Looking to provide benefits for employees? eve energy co.,ltd. is leasing 2,000 electric vehicles from related parties | Quick announcement.
① Eve Energy Co., Ltd. intends to lease no more than 2,000 electric vehicles from Jinlong New Energy, with a total trade amount not exceeding 0.1728 billion yuan. Based on the maximum amount, this order accounts for nearly 40 times Jinlong New Energy's revenue last year. ② Jinlong New Energy is 100% owned by the controlling shareholder of Eve Energy Co., Ltd.