Technology stocks are rebounding, while high-profile stocks are collectively "cooling down". The market may enter a critical period for switching between high and low performances.

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cls.cn21:21 ET

Siasun Robot&Automation team "operating" ignites the buzz! The Industry Chain frequently updates progress. Analysts suggest that the next 2-3 years may be a critical period for mass production.

① This year, the Guangzhou Fair has set up a special area for service robots for the first time, and exhibitors revealed that customers made deposits on the spot, with some even stating that "9 out of 10 display models were booked." ② Currently, there are 11 major humanoid Ontology manufacturers in China that have started mass production plans for 2024, with several manufacturers planning to produce over a thousand units in 2025. ③ Analysts state that the next 2-3 years will be a crucial period for large-scale mass production and delivery of robots.

cls.cnApr 21 21:29 ET

Who is providing support to the Siasun Robot&Automation half marathon champion? | Focus

① The market generally believes that this event is not only a concentrated demonstration and testing of robotic technology, but also marks a critical point for humanoid robots transitioning from the laboratory to industrialization; ② Obizunlight claims that in the consumer goods industrial sector, humanoid robots have the potential to replace industrial robots and end effectors, especially exhibiting significant advantages in precision operation.

cls.cnApr 21 20:45 ET

The first "half marathon" for humanoid robots has begun. How can they overcome their "physical limits"?

① The journalist interviewed the participating star seed players Song Yan Power, Lingbao Siasun Robot&Automation, and Peking Human-Robot Innovation Center; ② The challenge of robots running a half marathon mainly lies in Hardware stability, including the Ontology and joints' load-bearing capacity, durability, heat dissipation, as well as Battery endurance and energy management.

cls.cnApr 18 20:18 ET

The humanoid robot marathon will kick off on April 19, with the industry entering a phase of intensive catalysis.

① According to reports, the world's first humanoid robot half marathon will start at 7:30 AM on April 19th in Peking Yizhuang. ② Shanghai Securities pointed out that the Siasun Robot&Automation Industry Chain has entered a stage of "a hundred flowers blooming, a hundred schools of thought contending". Currently, humanoid robots are entering industrial scenarios, which has become a highly certain application trend domestically and globally. The commercialization of humanoid robots is promising, and attention is recommended for domestic component manufacturers that will benefit.

cls.cnApr 14 19:48 ET

Under the Deepseek effect, Goldman Sachs puts cold water on the Datacenter boom: the Global Datacenter utilization rate has reached its peak.

From the release of DeepSeek, which is a low-cost competitor to ChatGPT, to Microsoft scaling back its Global AI Datacenter projects, and Alibaba Director Zhang Yong warning about a bubble in USA AI infrastructure investments, multiple warning signals are flashing: the boom in AI Datacenters may soon be facing a cool down.

wallstreetcnApr 10 18:10 ET