Nvidia catalyzes the wave of "robot concepts"! The 5 core companies of A-shares may become a breaking point?
In 2024, the robot track will start strongly, technology giants have laid out, and robots are expected to usher in the first year of mass production.
That's whyNews side + policy sideAll are good:
Message Side:
First,NVIDIA announced that it will host GTC2024 at the San Jose Convention Center from March 18-21At the conference, the CEO of NVIDIA will unveil the latest breakthroughs in accelerated computing, generative AI, and robotics.
The bank believes that improving the level of generalization is the only way for the development of the humanoid robot industry in the future, which must rely on the progress and development of AI technology.
SecondAccording to the news, recently, artificial intelligence startup Figure AI announced the completion of a new round of financing, amounting to 6$7.5 billion. This financing attracted the packageIncluding Nvidia, Microsoft, OpenAI, and Amazon founder BezosTech giants participate.
Bezos pledged $100 million through his company, Explore Investments LLC. Microsoft will invest $95 million, and Nvidia and an Amazon-affiliated company will provide $50 million each.
On the policy side:
Previously released from the top"Implementation Plan for the Pilot Project of New Industry Standardization (2023-2035)".From the point of view, emerging industries include 8 emerging industries such as focusing on a new generation of high-end equipment, as well as 9 future industries such as humanoid robots, and the policy orientation of the humanoid robot industry is obvious.
And, in the near future"New Qualitative Productivity".It has become a hot topic in major official media, and many places have also focused their investment efforts on future industries and a new generation of information technology, so as to accelerate the layout of new quality productivity.
The concept of robotics, as a branch of new productivity, will naturally benefit from it.
In addition, in the future market scale, there are also institutionsBy 2030, the new market space for domestic humanoid robots is expected to reach 503.5 billion yuan; From 2023 to 2030, the compound growth rate of the new market space for humanoid robots is expected to reach 96%.
Therefore, after review and research, Brother Qian also selected 5 dark horse companies with "robot concept" for everyone, especially the last one, which is the most optimistic.
The first, Deen Seiko
At present, the company has built 4 production bases, and is gradually increasing the development and deployment of robot intelligent manufacturing units in the production process.
The second, Zhaolong Interconnection
The company is the drafting unit of national standards in the field of digital communication cables, and the company's products include robot and machine vision cables.
The third one, JMicron
At present, the company has launched industrial control motherboards, embedded boards, core boards and complete machines, industrial robots and machine vision main control boards and complete machines.
Fourth, Lanying Equipment
The world's leading provider of cleaning systems and surface treatment equipment and solutions, the company is mainly engaged in intelligent equipment manufacturing and automation system integration.
Fifth, Keli Sensing
A representative enterprise in the domestic weighing Internet of Things industry, a 3D machine vision and deep AI learning system independently produced by its subsidiary Kexuan Intelligence.
Robot concept potential dark horse
Clause. 1. The company is a well-known brand of domestic intelligence, and the company has drones and underwater robots;
Clause. Second, the company's total market value is less than 5 billion, currently only about 5 yuan, at the bottom of the "** pit", the chips are highly concentrated, the main force is high control, and it belongs to a small and beautiful enterprise with low price and low valuation + low valuation;
Clause. 3. From a technical point of view, the bottom of the large yang breaks through a number of **, coupled with the MACD daily weekly month three-line golden cross, which is expected to accelerate the upward movement.
This content represents personal views only, is for informational purposes only, and is not a recommendation. The market is risky, and investment needs to be cautious!