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.
This week, 14 more companies added! Guangzhou Ruoyuchen Technology and several other stocks disclosed their shareholding buyback and refinancing plans, with a list of related A-shares overview.
① Share Buyback and Shareholding continue to be implemented, according to incomplete Statistics, as of the time of writing, 14 listed companies have disclosed information related to Share Buyback and Shareholding this week (see the attached table); ② Alpha Group, Guangzhou Ruoyuchen Technology, Sinocare Inc., Hunan Jiudian Pharmaceutical, Zhejiang Dafeng Industry, Yachuang Electronics, and Changjiang & Jinggong Steel Building among others have received special loan limits exceeding 0.1 billion yuan.
AH Stocks rose, the Hang Seng Index increased by nearly 3%, and Alibaba surged over 9% driving the computing power to take off.
A-shares related to Alibaba Cloud opened with a significant rise, Hangzhou Zhongheng Electric, Insigma Technology, Shanghai AtHub, and RunJian Co.,Ltd. hit the limit up, Guangdong Aofei Data Technology rose over 10%, Yimikang Tech. Group.Co.,Ltd., Ruijie Networks, and Yacong Co., Ltd. also followed the upward trend.
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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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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The short-term differentiation of the DeepSeek Concept may continue, focusing on the rotation opportunities between high and low in AI.
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101526148 : Can it go up to 90?
Mr Value investor OP : yes, but how long will you able to hold?
Lokgod : yes, moved all my funds to hk/china dy
Mr Value investor OP : really a good returns for me from my HK stocks. Are you guys having fun?
Mr Value investor OP : this had given me a good returns this month along with nvdia purchase on dips