The best-performing direction today is AI+ humanoid robots in applications. I have repeatedly mentioned the 5+1 directions to focus on in robots during my recent articles, noon classes, and evening programs. The 5 refers to five hardware components (dexterous hands, ball screws, bearings, reducers, motors, and materials like electronic skin), while 1 refers to the robot’s brain (large model). I have frequently mentioned the 5+1 concept in my noon programs. Today, most companies in these 6 directions have seen an increase of over 7%, demonstrating the explosive potential of humanoid robots in the AI+ application sector. (The image below is from my article at the beginning of September, which repeatedly mentioned the 5+1 humanoid robot direction.)
Additionally, I predicted in mid-August that the market performance of AI+ applications would be stronger than that of hardware represented by CPO starting from mid-September (I repeatedly emphasized that it would start in mid-September, not at the beginning of September). As we can see, we are now entering mid-September, and today in the market, AI+B for industrial applications, AI+C for office applications, AI+G for government applications, as well as databases, vector databases, and the often-overlooked AI+ toys and games, are performing significantly better than hardware. This is just the beginning, showcasing the power of early predictions. This is why the market did not rise before mid-September but only started to increase when I repeatedly mentioned that it would begin in mid-September. There are three major logical reasons for this, which I have analyzed in my noon programs, and the market is currently reflecting my logic, which I will not elaborate on here.
Furthermore, non-high-end hardware in computing power, such as the liquid cooling MLCP, saw a significant rise today, and computing power leasing has begun to rebound. Semiconductor equipment and other areas remain crucial for computing power hardware. I also mentioned yesterday that the Tesla robot industry chain should be closely monitored, and today, core opportunities in this industry have all surged. I also analyzed Elon Musk’s substantial stock buyback and compensation plan, which demonstrates determination, alongside the recovery of the automotive business, the upcoming launch of FSD V14, and expectations for the release of Optimus Gen3. Under these multiple catalysts, Tesla’s stock price saw a significant boost yesterday, driving the surge in the T chain robots. Compared to the end of 2024, this year’s robot solutions are more mature, and the release of Gen3 is more certain. Importantly, Gen3 is the solution that can truly achieve mass production, and its significance to Tesla is akin to that of the Model 3 launched in 2016, where mass production is the biggest catalyst. We should pay attention to the subsequent factory inspections in September, the bidding in October, the release of Gen3, and the shareholder meeting in November as concentrated catalysts. Further research can continue, but do not chase high prices, as everything has surged today. Additionally, everyone can research directions in AI+ applications that can truly reflect revenue in the mid-term reports; I will not elaborate on this here!
Moreover, opportunities in low-end AI glasses are also worth noting, and I will analyze the specific content tomorrow at noon. Related articles will also be reflected later!
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