After ongoing fluctuations, the market may be nearing a directional choice, with the AI, Siasun Robot&Automation, and other Technology growth sectors likely to rebound.
Looking back at the market situation before the festival, the market has been in a state of fluctuating consolidation, and the atmosphere of market observation remains quite strong.
The Siasun Robot&Automation industry is experiencing a rise with a noticeable increase in entrants, and the Sector is expected to continue to be in the spotlight.
① According to Statistics from the new strategy humanoid robot research institute, as of December 2024, the number of Global humanoid robot Ontology companies has surpassed 220. Among them, companies from China account for half, exceeding 110. ② Shanghai Securities stated that the Industry Chain for humanoid robots has entered a phase of "a hundred flowers bloom, a hundred schools of thought contend," and the commercialization of humanoid robots is promising. It is recommended to pay attention to domestic component manufacturers that will benefit.
Next week's important schedule: Federal Reserve interest rate decision, China CPI, import and export, and financial data, AMD Semiconductor Manufacturing International Corporation Earnings Reports.
The Federal Reserve and the Bank of England announced their interest rate decisions, Canadian Prime Minister Carney will meet Trump for the first time in the United States, Musk's Grok 3.5 large model was unveiled, and Auntie in Shanghai plans to list on the Hong Kong Stock Exchange on May 8. In terms of data, pay attention to China's CPI and PPI inflation, foreign reserves, imports and exports, and financial data, while regarding Earnings Reports, focus on AMD, ARM, Semiconductor Manufacturing International Corporation, and others.
Express News | U.S.-listed Chinese stocks surge in overnight trading, with Alibaba up over 4%.
ASMPT Limited (ASMVF) Q1 2025 Earnings Call Transcript Summary
Chinese humanoid robots are seizing a global $5 trillion "big track"!
Morgan Stanley expects that by 2050, a total of 1 billion humanoid robots will be deployed globally, with annual revenue reaching 4.7 trillion dollars, nearly double the total revenue of the top 20 global Auto Manufacturers in 2024. China's policy support, technological advancements, and manufacturing foundation place it in a leading position in the field of humanoid robots, especially in the Hardware supply chain.