Take a closer look at objective data (such as risk control data, mainline data, technical data, and market data). Once you follow objective indicators, seek subjective corroboration (such as opinions from influential figures and institutional research reports), combine them with operational details, and summarize frequently, you will find that this approach truly benefits you from … Read more
1. Recent Catalysts: The mass production of Optimus V3 is imminent, accelerating the humanoid robot industry.1. Optimus V3 Mass Production: Elon Musk confirmed that Optimus V3 has completed its final design, with mass production of one million units starting in 2026. Its 26 actuators and bionic arms, combined with AI thinking, redefine the standards for … Read more
The recent surge in PCB stocks, led by Shenghong Technology, has marked the completion of its tenfold journey.In fact, I have been closely following PCBs since last year, around June. As I mentioned before, my focus was primarily on fundamental analysis, and I was confident in the direction of high-level AI boards. I chose companies … Read more