The main line of Technology continues to evolve, and the AI computing power sector is expected to gain strength.
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Earnings Call Summary | Kaiser Aluminum(KALU.US) Q4 2024 Earnings Conference
Siasun Robot&Automation, Deepseek and other main themes are repeatedly active, pay attention to the possibility of further differentiation after the emotional climax.
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Kaiser Aluminum Q4 Adj EPS $0.33 Misses $0.64 Estimate, Sales $765.00M Beat $735.15M Estimate
The DeepSeek Concept may enter a phase of reduction and focus, pay attention to the recovery strength of the high-standard money-losing effect.
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Emotional value leads to a new trend. AI companion Siasun Robot&Automation may become a new wave in AI Hardware.
① Compared to AI toys, it has been learned that AI companion humanoid robots are a more advanced version of AI application scenarios. Previously, Apple has made efforts in desktop-level companion robots. ② Huajin Securities pointed out that the emergence of companion-type small robots marks the official arrival of the Asia Vets companion era.