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US stock market outlook | Trump's rhetoric has softened! Risk Assets surged across the board, Nasdaq Futures rose nearly 3%, Tesla soared 7%;
How is the demand from overseas buyers under the trade war? Tonight, the auction of US bonds is about to reveal the answer; the US Treasury Secretary will deliver a speech on the state of the financial system at 22:00 Beijing time tonight.
Is there a rivalry between the US and Chinese robots? Tesla showcases a new design while Xiaopeng's car exhibition is a runway show. Automotive companies lead the wave of industrialization.
① In the photos showcased by Tesla today, the appearance of the Optimus Robot has changed significantly compared to before. Musk revealed that the goal is to achieve an annual production of one million robots by 2029-2030. ② The Xiaopeng humanoid robot also made an appearance at the Shanghai Auto Show today, showing significant improvements in walking and other aspects compared to its last appearance on Technology Day. ③ "After the automotive industry becomes intelligent, the Smart Automobile industry is likely to turn into an aggregation-type smart industry."
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Looking at a timeframe of six months to a year, the main catalysts to expect are new models and FDS, with Siasun Robot&Automation's technology maturity and exploration of business models requiring at least 3-5 years to develop.