Trends and Opportunities in Robot Computing Power

Current Market SituationAutomotive Parts + Robotics: Daye Co., Ltd.Lightweight PEEK + Robotics: Zhongxin Fluorine MaterialsComputing Power + Performance: Hongbo Co., Ltd.These are guiding the market direction, observing sustainability and arbitrage opportunities.1. The market is expanding, and this position is supporting the pre-holiday low rebound of robotics and computing power, continuing the trend. The positive news regarding robotics and computing power during the holiday is being realized. The new narrative logic seems a bit disconnected. Tomorrow morning’s meeting may stimulate a high opening, serving as a point for phased realization. The market needs to continue to unfold; optimistically, it could extend the trend until it actively breaks the 10-day line. However, some significant positive news often directly overdrafts the trend. Therefore, the trend of robotics and computing power is still more comfortable to operate by selling high and buying low along the trend. Overall, the trend in technology is relatively easier to navigate.2. Non-trend opportunities mainly manifest in N-shaped low absorption. It should wait until technology (computing power, robotics) is stagnant before funds attempt to shift to new directions. However, recently, consumption and other performance-driven stocks with good characteristics often exhibit N-shaped limit-up low absorption patterns.

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