20CM hit the limit! The wave of Asia Vets smart glasses is rising!
In today's morning trading, Tianjian Co., HC SemiTek Corporation, and Yuntian Lifiy hit the 20cm limit. The AI glasses Concept is gaining strength, and Shanjite Technology has released its first mass-produced AI glasses.
Siasun Robot&Automation + Asia Vets dual drive Lidar market is expected to grow rapidly.
① According to reports, Hesai Technology will launch its latest product at the upcoming CES - a mini high-performance 3D Lidar specifically designed for the robotics and industrial markets. ② Lidar, known as the "eye of the machine," has become an important tool for robots to perceive their environment due to its high precision, wide range, and strong stability, making the robotics Industry a significant growth engine for the Lidar market in the future.
The Volcano Engine creates an AI voice toy, which may become one of the first applications of AI Hardware.
① It is understood that Volcano Engine has collaborated with Shanghai Fortune Techgroup to create AI voice toys, with its Wi-Fi module provided by Bestechnic (Shanghai) Co., Ltd. Tuya Inc. also participated in providing relevant modules and integration platforms. ② GF SEC analyst pointed out that the AI toy sector combines Education and companionship attributes, representing a real demand direction for AI Hardware, and is Bullish about the market potential for AI toys.
Byte's "Eye-catching Bag" has ignited interest in AI toys, but the company claims it does not intend to sell them to the public.
① The "Eye-catching Bag" is just a gift given to customers by Volcano Engine, and ByteDance does not plan to launch this toy on the market. ② AI toys have a long payment cycle and high market growth, making them one of the best scenarios for large models to take root, with the potential to meet some of the user demand for traditional children's toys, millet products, Smart Speakers, and AI virtual companionship applications.
[Data Viewing] Institutions are actively acquiring multiple Copper high-speed connection Concept stocks, while four speculative funds are jointly offloading Leyard Optoelectronic.
① Multiple copper cable high-speed connection concept stocks have been bought by Institutions, among which Ruikeda has been bought by four Institutions for 0.276 billion. ② AI glasses and Robot Concept stocks Leyard Optoelectronic have been sold by four retail trading spots, with a total selling amount exceeding 0.48 billion.
[Data Observation] The four major futures indexes have substantially reduced short positions, and two Institutions Sell Leyard Optoelectronic 0.528 billion.
① Among the four major Equity Index Block Orders, only IM has slightly increased long positions, while the short positions in all four contracts have significantly decreased. ② First-line funds maintain a high level of activity, with Siasun Robot&Automation and Consumer still being the key areas of focus.