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.
The computing power stocks are strongly rebounding, and Nonferrous Metals are迎来 a new rotation opportunity.
Yesterday, the market withstood the impact of the drop in the external market and successfully rebounded from the lows, with all three major Index closing in the green. However, due to the further contraction in trading volume, the short-term market still leans towards chaos, and may face a choice of direction in the future.
Brokerage morning meeting highlights: Siasun Robot&Automation drives rapid growth in the PCB Industry.
At today's brokerage morning meeting, Everbright stated that robots are driving rapid growth in the PCB industry; China Securities Co.,Ltd. pointed out a bullish outlook for the valuation reconstruction of the complete vehicle and intelligent driving industry chain in 2025; HTSC believes that AIDC may drive demand for power supply and heating beyond expectations.
Car companies are competing in the Q&M Dental intelligent driving sector, and Hesai has already made its move.
Intra-day increase of over 33%.
Another joint venture RBOB Gasoline vehicle has sparked a wave of Asia Vets.
"Oil and electricity are equally wise."
GTJA: Lithium prices continue to show a downward trend, with signs of bottoming out.
GTJA issued a Research Report stating that although lithium prices will continue to be under pressure in Q4 2024, a significant increase in prices is unlikely, but they have already entered the bottom Range.