It is unexpected that robots have arrived in this way. AI applications have already integrated into our lives; let’s continue to observe more. Semi-conductors are a necessary path for domestic substitution, including materials, wafer fabs, etc. Domestic computing power is also a necessary path relying on the aforementioned semiconductor substitution. Controlled nuclear fusion has also … Read more
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In the recent turbulent market environment, Guanghua Technology (stock code: 002741) has successfully attracted widespread attention from investors due to its impressive performance and deep alignment with multiple market hotspots, resulting in active stock price performance. The underlying logic of this speculation is not driven by a single event, but rather constructed by a solid … Read more
Innovation has reached new heights, what comes next? Robots, AI, OCS, solid-state batteries?
A Village opened lower yesterday and fluctuated, with nearly 3,000 stocks adjusting, and a total transaction amount of 1.6905 trillion yuan, a decrease of 202.4 billion yuan compared to the previous day, with a net outflow of 66.695 billion yuan from the market. The market’s fluctuations this month are due to two main reasons: first, … Read more
The WeChat public account function has changed. Please click the “View” button at the bottom right in a timely manner and set the public account as a star, so you can receive articles immediately.The index is primarily stable in the short term. The weekend calls and Monday afternoon meetings highlight a steady rhythm.Short-term trading volume … Read more
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Recently, while exploring the investment circle, one can certainly feel the enthusiastic atmosphere in the market — artificial intelligence, robotics, and innovative pharmaceuticals are among the hot sectors that have seen sustained interest, now reaching relatively high levels. Many investors are beginning to ponder: where is the next direction that could trigger a trillion-dollar industrial … Read more
The market volume reached 35.3 billion, stopping the decline. However, due to the news of the Federal Reserve’s interest rate cut tonight, funds are choosing to wait and see, waiting for confirmation of the news tomorrow before entering the game! Several stocks on my phone remained unchanged. Yesterday, I sold Sino Medical, as the logic … Read more
1. Humanoid Robot Industry Chain (Driven by Tesla Optimus)Core Logic Event CatalystTesla proposed a $1.2 trillion compensation plan, contingent on delivering 1 million Optimus units; the trial production of Optimus 2.5 and the upcoming release of V3 are driving the industry chain’s recovery. Accelerated Domestic SubstitutionThe localization rate of core components (dexterous hands, reducers, lead … Read more