The "hot battles" of humanoid robots have begun: with an intensive release of new products, has the year of mass production really arrived?
① Siasun Robot&Automation and Zhiyuan Robot both launched new humanoid robots, and related Concept stocks rose in response; ② mass production of humanoid robots still faces challenges, and domestic manufacturers aim to produce thousands of units this year; ③ there are also disputes within the Industry regarding the implementation scenarios.
The computing power stocks are strongly rebounding, and Nonferrous Metals are迎来 a new rotation opportunity.
Yesterday, the market withstood the impact of the drop in the external market and successfully rebounded from the lows, with all three major Index closing in the green. However, due to the further contraction in trading volume, the short-term market still leans towards chaos, and may face a choice of direction in the future.
Express News | DeepSeek-R2 will be released on March 17, and there has been no official response yet.
Track Hyper | Shenzhen Fastprint Circuit Tech ABF supply chain expansion.
A profound change is silently occurring.
High-frequency high-speed Copper clad laminates show significant growth, Nanya New Material Technology is turning losses into profits in 2024.
① Nanya New Material Technology stated that the company's Net income turned from losses to profits, mainly due to the high-frequency and high-speed board series products bringing significant Business growth to the company in 2024; ② It is reported that during the reporting period, the expansion of 5G Communications applications and the updates and iterations of Servers drove increased demand for the company's high-frequency and high-speed board series products.
The short-term differentiation of the DeepSeek Concept may continue, focusing on the rotation opportunities between high and low in AI.
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