The "iFlytek system" embodied Asia Vets company has completed angel round financing and will enter the B-end market through the "selection" scenario.
①Siasun Robot&Automation completed an angel round financing of less than 50 million, led by iFlytek Venture Capital. ②This round of financing will be used for the research and development and industrialization of embodied general-purpose robot products, focusing on the "picking" scenario, targeting the B-end industry, to create industry-level embodied robots.
The signal for price increase in cloud-based services has appeared, signaling the start of an upward cycle in computing power.
With the gradual release of deep thinking models such as Deepseek R1 and openAI o1/o3, the demand for high-performance computing on the inference side is rapidly being unleashed, leading to a rapid expansion of Capex by major companies like Alibaba and Tencent, with a quarterly capital expenditure increase of over 250% in Q4 2024, marking the formal entry of the cloud upstream into a new upward cycle.
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.
[Data Overview] The trading volume of several GFNZ100 has surged as Institutions and retail investors team up to acquire Shanghai Stonehill Technology.
① Affected by the U.S. stock market, several GFNZ100 ETFs experienced a significant drop in volume today, with the Chinaamc NASDAQ 100 ETF(QDII) seeing a 594% increase in trading volume compared to yesterday. ② The Asia Vets concept stock Shanghai Stonehill Technology received a Buy of 0.155 billion from an institution, while three first-tier speculative trading seats collectively bought 0.345 billion.
Express News | DeepSeek-R2 will be released on March 17, and there has been no official response yet.
The Ministry of Commerce has prohibited the export of Gene Sequencing instruments to China due to the U.S. National Defense Authorization Act, without mentioning reagents or consumables for the time being.
① The Ministry of Commerce officially announced a ban on the export of Gene Sequencing instruments to China due to Meina. However, this ban only pertains to equipment and does not yet mention reagent consumables; ② Analysis suggests that due to Meina's domestic concessions, there is a bullish outlook on the market share filling by domestic sequencing instruments.