Morgan Stanley Fund: Humanoid robots will gradually enter the mass production phase by 2025.

Currently, the humanoid robot industry both domestically and internationally is mainly divided into three major forces: automotive companies, robot companies, and Internet companies. The primary demand for humanoid robots such as those from Tesla is the ability for scaled production and cost reduction.

Zhitong FinanceMar 3 19:55

Stock Pickers' Light Tech Holdings Are Blessing as Megacaps Fall

BNN BloombergFeb 26 20:38

Morgan Stanley: Generative AI is expected to achieve positive returns this year, with revenue likely to exceed one trillion dollars by 2028.

Morgan Stanley indicates that 2025 may see the ROI critical point, with a gross margin of 34% marking the Industry's formal crossing of the break-even line; by 2028, the total revenue from generative AI is expected to approach 1.1 trillion dollars, with the ROI likely improving to around 67%, and several Technology giants like Amazon and Meta are expected to benefit from the AI wave.

wallstreetcnFeb 25 21:51

Sinolink: The expectation for the transfer of AMC to Huijin Brokerage mergers and acquisitions has increased. Focus on AI + financial catalysts.

Sinolink believes that with the active market trading, improvement in Brokerage Business, accelerated deployment of DeepSeek by brokerages, and increased expectations for mergers and acquisitions, there is a bullish outlook for the valuation and performance of the Brokerage Sector.

Zhitong FinanceFeb 17 11:22

Beyond Science Fiction: What Investors Need to Know About Humanoid Robots

Seeking AlphaFeb 15 20:00

OpenAI has canceled the independent release of the o3 model and will launch GPT-5, which integrates multiple technologies, in the coming months.

On Wednesday, Altman stated that the company is close to releasing a new AI model called GPT-4.5, which will be the last "non-thinking chain model" launched by OpenAI. GPT-5 is expected to be released in the coming months, integrating multiple AI technologies such as the company's o3, indicating that the release plan for the o3 model has been canceled.

wallstreetcnFeb 13 07:40