Six departments issued a document to promote the cross-border flow of data in the financial industry, which may lead to improvements in data security demand.
① The central bank and five other departments jointly issued the "Guidelines for Promoting and Regulating the Compliance of Cross-Border Data Flow in the Financial Industry," requiring Financial Institutions to take necessary data security protection management and technical measures to effectively ensure data security. ② CITIC SEC pointed out that the importance of data security will continue to grow, leading to an improvement in the demand for the cybersecurity industry.
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.
The underlying foundation of new quality productivity in Technology, Institutions are Bullish on the future performance of the domestic Semiconductors industry.
According to media reports, the Ministry of Industry and Information Technology recently held a high-quality development industry conference for the national electronic information manufacturing sector in Taiyuan, Shanxi Province; CITIC SEC believes that the domestic Semiconductors industry, as the underlying base of new Technology productivity, is expected to perform better in the next stage under the bullish trends driven by policy support, cyclical reversals, and incremental innovations.
Products can be indirectly applied to the Metal surface of industrial robots. Robot Concept stocks hit the limit up. This week, Institutions conducted intensive research on related listed companies.
① Anhui Shenjian New Materials released a research summary on Thursday indicating that the downstream of the company's polyester Resin products is the powder coating industry, and powder coatings can be applied to the Metal surfaces of industrial Siasun Robot&Automation. In the secondary market, Anhui Shenjian New Materials reached a daily limit on Thursday. ② A summary of the industries that institutions focused on this week (attached table), the list of listed companies (attached stocks), and the latest research in the Siasun Robot&Automation industry.
Google predicts that quantum computing will reshape the future within five years, and the Industry is expected to迎来 a period of Gold development.
① Julian Kelly, head of Google's Quantum AI Hardware department, recently stated that in about five years, quantum computers will experience a real breakthrough, including conducting cutting-edge physics research and generating new types of data. ② Huaan analysis pointed out that quantum information technology is expected to become an important core technology for China to "overtake on a bend" and gain discourse power in the Industry Chain within the Global technology industry.
The Index may return to adjustment in the short term, with a focus on the Diffusion opportunities in the Marine Economy as the theme rotation accelerates.
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