Brokerage morning meeting highlights: It is recommended to pay attention to companies in the humanoid robot industry that have the capability for low stock price bulk supply of components.

In today's Brokerage morning meeting, China Securities Co.,Ltd. suggested focusing on companies in the humanoid robot Industry that have the capacity for low stock price mass supply of components; Tianfeng stated that the wind turbine Sector will undergo a value reassessment; Galaxy Securities believes that the peak season de-stocking turning point in the non-ferrous Industry is emerging, and the spring market is expected to unfold.

cls.cnMar 13 20:46 ET

Will Copper prices break ten thousand? Before the tariffs, there is a rush to import, and the trend of stockpiling in the USA may trigger a global copper inventory crisis.

Citibank stated that within the next three months, copper prices will break through the $0.01 million per ton mark, and the global copper market will remain tight until the USA's import tariff policy becomes clear. Goldman Sachs indicated that by the end of the third quarter, the rise in copper prices will cause USA copper stocks to surge from the current 0.095 million tons to at least 0.3 million to 0.4 million tons, accounting for 45-60% of the global reported inventory, while copper stocks in Other regions will be very low.

wallstreetcnMar 13 02:35 ET

Brokerage morning meeting highlights: The Agent application is expected to enter its first year of significant growth in 2025.

At today's Brokerage morning meeting, HTSC proposed that Agent applications are expected to enter a period of significant volume in 2025; Tianfeng stated that in the field of AI Medical, attention should be given to directions related to high-quality data, scarce application scenarios, and multimodal integrated data; Silver Securities believes that the demand for green electricity is expected to see stronger catalysts in 2025.

cls.cnMar 6 19:12 ET

Finance Associated Press Venture Capital: In January, financing in the Carbon Neutrality sector totaled 1.61 billion yuan, a decrease of 95.03% month-on-month. Li Chuang Autos Electronics completed its first round of financing of nearly 0.5 billion yuan.

According to data from the China Finance Association's Venture Capital platform, in January, there were a total of 69 private equity investment events in the domestic Carbon Neutrality sector, a decrease of 28.13% from 96 events last month; The total disclosed financing amounted to approximately 1.61 billion yuan, down 95.03% from 32.404 billion yuan last month.

cls.cnFeb 13 22:37 ET

Goldman Sachs released a tariff forecast: the possibility of the USA imposing a 10% tariff on Copper in Q1 is about 50%.

① Wall Street traders are preparing to analyze Trump's inauguration speech word by word, to determine the impact of his policies on the market; ② Goldman Sachs stated the likelihood of a 10% tariff on Copper by the USA in Q1 is 50%, which is basically consistent with Goldman Sachs' own forecast; ③ The oil market believes the likelihood of Trump imposing tariffs on oil is close to 40%, higher than Goldman Sachs' expected 15%; additionally, Goldman Sachs said the likelihood of tariffs on Gold is only 10%.

cls.cnJan 20 03:55 ET

According to the Caixin Venture Capital Report: In December 2024, financing in the Carbon Neutrality sector reached 32.404 billion yuan, an increase of over ten times month-on-month, with the photovoltaic sector being the most active.

According to data from CaiLianShe Venture Capital, there were 96 private equity investment and financing events in the domestic Carbon Neutrality sector in December, an increase of 43.28% from 67 events last month; The total disclosed financing amount is approximately 32.404 billion yuan, an increase of 1091.77% from 2.719 billion yuan last month.

cls.cnJan 14 18:53 ET