First, the chip is bullied again!The U.S. continues to tighten chip export control measures against China and suppress Chinese companies** is an out-and-out economic bullying.
Those who offend my Chinese will be punished even if they are far away!However, Dalong still has to say that the iron still needs its own hardness, only if you develop your own chips as soon as possible, you will not be stuck by the United States, you don't have to argue with the Yankees, they are all unreasonable, only use their strength to shut them up, as for the current semiconductor sector, the technical aspect has fallen below **, and it will be possible to see when the fall will stop in the short term.
2. Nvidia unveiled the RTX 40 Super series graphics card.
This news may be the reason for the sharp rise in U.S. semiconductors and the stimulation of the CPO industry chain, but in addition to CPO, other artificial intelligence has soared and dived, and in addition to CPO and game media during the annual report window, almost none of the domestic AI's performance can be seen, and it may be necessary to wait for the annual report window period to pass, and the capital institutions will hype the next story.
3. The Stanford housekeeping robot has attracted market attention, with a cost of only 30,000 US dollars, and can realize more than 50 housework such as stir-frying and cleaning.
This news is the reason why the concept of robots (robot execution, reducers, etc.) once exploded, but this is last week's news, and the speculation may be related to the lack of hot spots in the market, just understand it.
Fourth, on the news side, on January 3, the Google Deepmind team and the Chinese team of Stanford University cooperated to develop a general-purpose robot mobile aloha that can stir-fry and do housework. Netizens around the world are exclaiming that the era of humanoid universal robots is coming. In **, the accelerated Mobile Aloha robot quickly and smoothly completed a number of non-standardized actions including frying shrimp, cleaning the tabletop, washing dishes, and arranging tables and chairs. The team said that the Aloha as a lightweight robot weighs only 75 kilograms, in 1A height of 5 meters can exert a pulling force of 100 N.
In addition, the Ministry of Emergency Management and the Ministry of Industry and Information Technology recently issued the "Guiding Opinions on Accelerating the Development of Emergency Robots", pointing out that it is necessary to strengthen the urgent need for emergency robots to tackle technical problems, improve the level of robot intelligence, and realize the independent and controllable high-end equipment, and by 2025, develop a number of advanced emergency robots, and greatly improve the level of science, specialization, refinement and intelligence.
The market is in the area of 2900 and 3000, and if there are a few more bullish candlesticks, then the bottom of the tamp will be very solid. There was one on October 27 last year, one on December 11, and another one on December 28, if there is one more in these two days, then the probability of this area at the bottom will be very large, and for the medium and long term, I think it is a good area to open a position. Of course, this is my point of view, just for your reference.