The market has entered a period of reduced volume and chaos, with increasing divergence between Siasun Robot&Automation and AI. Can new hotspots break through?
Yesterday, the market continued its differentiated consolidation trend, with the three major Indexes bottoming out and rebounding slightly, while the trading volume shrank to around 1.5 trillion.
It is indeed a "policy year" for Siasun Robot&Automation! Guangdong plans to promote industrial innovation and development in 12 areas.
① Recently, policies on embodied intelligent robots have significantly gained momentum: the government work report mentioned embodied intelligence for the first time, and relevant policies have been introduced in Shenzhen, Peking, and other places. ② Brokerages point out that 2025 will be the policy year for humanoid robots in China, and local governments are expected to become the main purchasers and driving forces in the humanoid robot industry. ③ In A-shares, related companies in the Industry Chain of robots from Guangdong, Shanghai, Jiangsu, Anhui, Chongqing, and Peking include these >>
Brokerage morning meeting highlights: It is expected that the future market size of humanoid robots will far exceed that of Autos and the 3C Industry.
In today's Brokerage morning meeting, China Securities Co.,Ltd. pointed out that the market size of humanoid robots is expected to far exceed that of Autos and the 3C Industry; HTSC believes that there is still room for improvement in the trading activity of the Star Sector; China International Capital Corporation stated that the landscape of edge AI is changing, and domestic SoCs are迎 high光 moments.
US Economy Teetering? Recession May Be Looming As Bond Market Reacts To Trump Policies
Rare! The multi-strategy giant "Millennium" has incurred a huge loss of 0.9 billion dollars this year, due to this strategy.
Index rebalancing is a complex investment strategy that primarily involves betting on which companies will be included in or excluded from major stock indices. Large hedge funds often employ this strategy and use high leverage to amplify returns. However, this high leverage is also a double-edged sword; during market turbulence or when trades become crowded, even correct determinations about stocks can lead to significant losses due to drastic fluctuations in the overall market environment.
Next week, another "big bomb for the USA market" is about to explode.
Unless Congress passes a temporary spending bill called a 'continuing resolution' before midnight on March 14, the USA government will face a shutdown. A month-long government shutdown could reduce first quarter GDP growth by 0.4 percentage points, and in the context of concerns over trade conflicts already disturbing the stock market, short-term market volatility may intensify.