The enthusiasm for Technology stocks continues to warm up, and the market is expected to return to a dual main line of Siasun Robot&Automation and AI computing power.
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The MWC conference sees Siasun Robot&Automation take center stage! Yushu, Leju, and others make their appearance, as the fusion of Communications and Asia Vets Hardware becomes a trend.
① Yushu Technology has an independent booth at MWC 2025. According to relevant personnel, overseas Orders in 2024 have increased several times compared to 2023; ② Leju Robot appeared at the Huawei booth, equipped with a 5G module and using the DeepSeek large model, it can engage in conversation and recognize the content of pictures through voice control.
Express News | Hong Kong Stocks Rise After China Announced a Series of Economic Targets for 2025 During the Two Sessions
The market may continue its short-term rotation pattern, Siasun Robot&Automation and AI computing power are warming up, and the RISC-V Concept is gaining short-term attention.
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Jensen Huang strongly supports the "physical AI," and Goldman Sachs has organized the list of publicly listed companies.
According to Goldman Sachs, autonomous driving, AI equipment, and robot automation are currently the most important areas of physical AI application. In the field of autonomous driving, Goldman Sachs specifically mentioned Uber Technologies, Pony.ai, BYD, Li Auto, Xiaomi, and Baidu. Regarding AI equipment, Goldman Sachs is Bullish on Horizon Robotics, Mobileye Global, AAC TECH, and Quanta Computer. In robot automation, Goldman Sachs is most focused on Harmonic Drive Systems, Yaskawa Electric Machine, Zhejiang Sanhua Intelligent Controls, and Shenzhen Inovance Technology.
The market is still in a short-term retreat phase; after the peak of Solid State Battery, disagreements may intensify.
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Cui Nyonya Kueh OP : "Despite feeling happy and bright ("sunny") in the present moment, the speaker recently experienced a period of significant sadness and hardship ("filled with rain") in the past ("yesterday") which she is now overcoming; essentially, looking back on a difficult time while appreciating the current positive situation."





