FEM Emrg Mkts Alphadex First Trust
- 22.325
- -0.411-1.81%
"Bargaining" 0.3 million, Lei Jun stirs up the luxury car market! Car owners immediately switch to Xiao Mi SU7 Ultra, and second-hand platforms are busy with rentals and sales丨Frontline.
① The Xiaomi SU7 Ultra is an important flagship product under Xiaomi's Global Strategy for high-end development. ② Many offline owners of the Xiaomi SU7 are switching to the Ultra version, with the majority of users being young people. ② The price of the Xiaomi SU7 Ultra is 0.3 million less compared to the pre-sale, making it quite competitive in comparison to the Porsche Taycan and Lotus Technology.
The presale "discount" exceeds 30%, with a formal price of 0.5288 million yuan. Lei Jun: The annual target for the Xiaomi SU7 Ultra is 0.01 million units.
① The Xiaomi SU7 Ultra is officially launched with a price of 0.5299 million yuan, reduced by 0.285 million yuan from the pre-sale price of 0.8149 million yuan. ② "The Xiaomi SU7 Ultra has very strong product capabilities, and our team is fully confident, with a yearly sales target of 10,000 units, and we have a 90% certainty of achieving it," said Lei Jun. ③ In the 9 months since the Xiaomi SU7 was launched, 0.248 million units have been reserved and 0.135 million units have been delivered.
Goldman Sachs' research throws cold water on the situation: the turning point for humanoid robot technology remains unclear, and meaningful applications will take at least another five years!
Goldman Sachs believes that the humanoid robot H1 has only 19 degrees of freedom, making it still unable to handle complex and detailed tasks. At least in the next 2-3 years, it will be difficult for humanoid robots to achieve the same work efficiency as human workers. Meaningful applications are not expected for another 5-10 years.
The main line of Technology continues to evolve, and the AI computing power sector is expected to gain strength.
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Brokerage morning meeting highlights: Humanoid robots enter the year of mass production, opportunities arise in the materials sector.
In today's Brokerage morning meeting, Sinolink stated that humanoid robots have entered the year of mass production, and the materials sector is encountering opportunities; China Securities Co., Ltd. indicated that AI has now entered a verification phase of prosperity and is expected to become a long-term main line in the market; GTJA believes that the transformation of power positioning driven by reforms has already occurred, seizing structural opportunities in specific sub-sectors.
Goldman Sachs: Amid the wave of humanoid robots, visual perception systems are undergoing an arms race.
Goldman Sachs stated that although pure RGB camera solutions have higher algorithm requirements in visual perception systems, they are currently the most effective visual perception systems. The use of ToF cameras or Lidar can achieve more precise, stable, and reliable perception. In addition, Goldman Sachs forecasts that by 2027, the Global shipment of humanoid robots will reach 0.076 million units, and by 2035, it will soar to 1.38 million units.
The volatility of Technology stocks has intensified in the short term, waiting for low-buy opportunities after risks are fully released.
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The "Technology Carnival" has become a strong catalyst, public funds are gathering to research Computer and high-end manufacturing. Who will be able to capture the next doubling stock?
① Numerous Fund companies are intensifying their research efforts on the Technology Sector, attempting to uncover future investment opportunities in the technology wave, with the Computer Industry companies being the most focused on; ② Several DeepSeek Concept stocks have doubled in price this year, and Institutions believe that technology stocks, particularly those related to DeepSeek, are expected to continue to perform strongly.
Ice and fire coexist! The Technology sector is "hot and spicy," with crowding reaching the ceiling, while these Sectors have fallen into a "cold winter."
①As of today, the total transaction amount of the TMT and Machinery Sector has exceeded 1 trillion for three consecutive days, accounting for over 50% of the market for fifteen consecutive days. ②In terms of valuation, the PE of the Machinery, Electronics, Steel, Computer, Building Materials, and other sectors are at historically high levels. ③The crowding level in the Wind Power, Ship Manufacturing, Textile and Apparel, Tourism and Scenic Spots, Air Transportation, Banks, Coal, Oil and Petrochemical, and Thermal Power sectors is moderate to low.
Similar to 2010, DeepSeek begins the "iPhone4" moment of AI.
SWHY believes that the current stage of AI industry development is very similar to the early days of the Penghua CSI Mobile Internet Index Fund(LOF)-A in 2010, and the emergence of DeepSeek technology has greatly increased the likelihood of AI applications being implemented, similar to the role that the iPhone 4 played in promoting mobile internet applications at that time.
Chinese Stocks' Wild Rally Hits Pause? Wall Street Still Bets Big on Favorites
After researching the Industry Chain of humanoid robots in China, Morgan Stanley stated that the technology roadmap has not been unified, and the Industry Chain is accelerating cost reduction.
Morgan Stanley pointed out that the humanoid robot industry in China is showing an accelerated development trend, with most Chinese manufacturers planning to achieve mass production of hundreds to thousands of units by 2025. As China upgrades its technology, localizes equipment, and scales up production, it is expected to significantly reduce the manufacturing costs of humanoid robots. The cost target for Leju is to further decrease to 0.2 million by the end of 2025.
Technology stocks continue to soar, and the dual-main line market of DeepSeek and Siasun Robot&Automation is expected to persist.
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Goldman Sachs has raised the Target Price for Xiaomi, Bullish on Xiaomi ultimately becoming a winner in AI.
In the current global wave of AI and Internet of Things (IoT), Xiaomi is quietly reshaping the competitive landscape of the Technology Industry with its unique Global Strategy and strong ecological advantages. Goldman Sachs released a Research Report earlier this week stating that Xiaomi's strategic layout in the AI and IoT fields, by building an operating system-level AI agent - Xiao Ai and creating the world's largest AIoT ecosystem, is expected to achieve strong growth in the coming years and become the ultimate winner in the AI industry. Xiaomi is in a favorable position to enhance its AI technology capabilities more efficiently, expand its 'people × vehicles × home' ecosystem through AI, and drive sales.
Local governments are keen on DeepSeek, chasing the AI government affairs trend.
1. Jiangyin, known as the first county in China Capital Markets, has seen the DeepSeek application quietly enter its third generation in just two weeks. 2. Currently, the market participants of State-owned Assets Cloud mainly include central state-owned enterprises and local state-owned enterprises, with the former primarily comprising the three major telecom operators and China Electronics Corporation among others. 3. On the other side of the market explosion, with the in-depth application of DeepSeek, data security and privacy protection issues have also attracted attention.
Goldman Sachs Siasun Robot&Automation deep research (3): Humanoid robots may be nearing mass production, with turning points emerging in three areas.
Humanoid robots are rapidly developing, but overall technology has not yet met the requirements for large-scale application in the industrial or Consumer sectors. Goldman Sachs believes that the turning point for humanoid robot technology may occur in three areas: solving multiple general tasks, high success rates and sustained robustness, and rapid reasoning. Currently, the development of humanoid robots still faces some obstacles, such as the lack of original data needed for training.
Express News | Hong Kong Indexes Opens Higher. Alibaba Rises 10% and Bilibili Surges 7%
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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Express News | DeepSeek Sources: Financing News Is a Rumor
Siasun Robot&Automation has fully exploded, Yan Siqian is 'lifting the limit', with some Fund managers unable to contain themselves: All In AI applications.
① The Siasun Robot&Automation ETF rose over 7%, reaching a premium in the market; ② Actively outperforming again, the Fund managed by Yan Siqian increased by 9.7%; ③ Institutions remind investors to consider short-term risk preferences and the impact of industrial events.