Google collaborates with leading companies to develop a new generation of humanoid robots, and the robot sector is expected to remain vibrant.
① According to media reports, Google DeepMind announced a collaboration with Siasun Robot&Automation and Apptronik to develop a new generation of humanoid robots to tackle complex operational challenges in dynamic real-world environments. ② Wang Haiyang from Minsheng Securities believes that 2025 will mark the first year of mass production for humanoid robots, serving as the starting point for the leap in their general capabilities, with thousands of humanoid robots entering factory scenarios for training globally.
Institutions are intensively researching Doubao Concept stocks! The leading stock has surged 7 times in 12 days, and the list of popular stocks with high reception volume in the past two months has arrived.
① The Doubao large model family has been completely upgraded, HuiZhou Intelligence Technology Group closed on Friday with 12 days and 7 consecutive boards, and Espressif Systems reached a 20% limit up during the session, hitting a historical high. ② A list of Doubao concept stocks that have been intensively researched by institutions in the past two months has been compiled (attached table).
Dong Mingzhu revealed that Xiaomi's Air Conditioner infringement resulted in a compensation of 0.5 million yuan, Xiaomi refuted: the information is inaccurate.
① Recently, Dong Mingzhu, the Director of Gree Electric Appliances, Inc.of Zhuhai, revealed in a program that Xiaomi recently paid Gree 0.5 million due to patent infringement; ② In response to the news that "Xiaomi Air Conditioner compensated Gree 0.5 million for infringement," Xiaomi's public relations head Wang Hua stated today that the information is inaccurate.
A significant bullish announcement is coming! Which directions might be the core of capital's attention?
Track the entire lifecycle of the main sector.
Huawei significantly increases investment in its subsidiary, Jimu siasun robot&automation company, as humanoid robots receive another major boost.
① Recently, Dongguan Jimu Machinery Co., Ltd. underwent a business change, with registered capital increasing from 0.87 billion yuan to 3.89 billion yuan, an increase of about 347%. Dongguan Jimu Machinery Co., Ltd. was established in June 2023 and is wholly owned by Huawei Technologies Co., Ltd. ② Shanghai securities analysis pointed out that the upstream of the industry has recently welcomed intensive catalysts, further accelerating the development of the siasun robot&automation industry chain.
Futu Morning Post | South Korea's president announced 'emergency martial law' late at night, stirring up the market; high-performance stocks collectively celebrate after hours! Marvell Technology, salesforce surged more than 10%.
Will the interest rate be cut in December? The Fed's voting members this year are "doing Tai Chi": regardless of cutting or not, interest rates should continue to decline; Nasdaq and S&P hit new highs again! Apple has risen for seven consecutive days to create a new historical high; Palantir rose nearly 7% to create a new historical high again, with the company's cloud computing service receiving a "highly authorized" certification.