The A-share index returned to 3,000 points and walked out of a rare 8-day streak, which is undoubtedly a performance of raising eyebrows.
After a deep adjustment in 2024, the A** field has recovered all its losses, which makes 200 million shareholders boiling. Along the way, investors have experienced too many hardships and tribulations, and the lowest point has touched 2635, and many people have lost a lot of cheap chips.
However, looking back, all the bottoms seem so clear, but when you are in the middle of it, the storm in the market is stressful.
Since the beginning of the year, artificial intelligence has become the main line of the market.
Different from the previous concept hype, this AI-related boom is spreading, involving optical modules, computing power, memory chips, robots, data elements, state-owned enterprise AI and other fields. At the same time, the Minister of Industry and Information Technology also spoke out to vigorously promote the innovation and application of digital technologies such as 5G and artificial intelligence. Against this backdrop, the market's interest in AI continues to heat up.
For the future market trend, robots and Huawei's industry chain have become the focus of attention.
Huawei's concept and Tesla's humanoid robots have a strong appeal in the market, and most of their related industrial chains are concentrated in China. In addition, the competition between China and the United States in the field of artificial intelligence is becoming increasingly fierce, and although there are no particularly outstanding companies in this field, A-shares are also striving to break through and surpass.
In terms of the robot industry, humanoid robots will become iconic products in the future and will also become representatives of high-end equipment.
The Ministry of Industry and Information Technology and other six major departments jointly issued the "Implementation Opinions on Promoting the Innovation and Development of Future Industries", emphasizing that the development of future industries will be driven by cutting-edge technologies. As tech giants enter the game, competition in the field of humanoid robots will become increasingly fierce.
On the news side, big tech companies such as Bezos and Nvidia are investing in Figure AI, a start-up focused on manufacturing humanoid robots.
This dynamic will undoubtedly trigger more attention and expectations in the market in the field of humanoid robots. With the acceleration of the layout of technology giants, the competition in the humanoid robot market will become increasingly fierce.
The future performance growth space of many companies is expected to double, such as Benchuan Intelligence, Zhongda Ide, Julun Intelligence, Shenzhou Taiyue and Deen Seiko.
1. Benchuan Intelligent: The company's products are widely used in industrial control fields such as industrial robots, and can also be used in communication equipment such as base station antennas and optical modules. In addition, the company's products have also been applied to VR hardware, which shows that the company is highly competitive in the technology field.
2. Zhongda De: The company has realized the mass production of harmonic reducer, and its products have been widely used in industrial robots and other fields. In addition, Nanfang Precision is the company's leading bearing supplier, which is a further proof of the company's professionalism and reliability in its field.
3. Julun Intelligence: The company has made important research and development achievements in the field of industrial robots, and the research and development based on the best image visual tracking technology has entered the small-scale test stage. In addition, the company has also set up the "Julun Intelligence-German Artificial Intelligence Center Intelligent Robot Technology Industry Platform" and invested in intelligent robot projects.
4. Shenzhou Taiyue: The company's research and development of Xiaofu robot is an advanced artificial intelligence product, and the cooperation with Huawei in the analysis and Internet of Things sensing technology has also further enhanced the company's technical strength. In addition, the company has launched an airport smart perimeter intrusion alarm solution.
5. Deen Seiko: The company has built 4 production bases, and is gradually increasing the development and deployment of robot intelligent manufacturing units in the production process.
Among them, there is one company that deserves special attention.
This company not only has multiple concepts such as "robot + memory chip + Huawei + cloud computing", but also has cooperation with Huawei.
Its products cover the whole life cycle of the machine tool industry, the four major institutions, its profitability, the market value of less than 5 billion, with the intention of pulling up.
From the point of view of technical signal indicators, Wulianyang broke through the annual pressure level and stood firm, the main control is extremely strong, and the main capital inflow is accelerated, which is expected to be from 9 yuan to 15 yuan!
(The last one, the avatar is a small envelope, and it is 8, which is immediately displayed, not Pingloun District).