Goldman Sachs: Remains optimistic about the long-term trend of humanoid robotics technology.

Goldman Sachs stated that most companies plan to scale up gradually after receiving actual orders, so the current planning does not necessarily indicate an imminent risk of oversupply. Goldman Sachs remains optimistic about the long-term trend of humanoid robotics technology but emphasized the need to monitor the performance of key robotic products and specific end-use applications to assess whether a technological inflection point is approaching.

Zhitong FinanceNov 11 19:20

Goldman Sachs research finds a 'lack of orders' for A-share robotics? Listed companies in the industrial chain: awaiting order fulfillment.

Gelonghui, November 11 | According to Yicai, recently, a field research report by Goldman Sachs on China's humanoid robot supply chain has been quietly circulating in the capital markets. The firm stated that it conducted research on nine companies in China’s robotics industry chain from November 3 to 6, including popular market companies such as Sanhua, Tuopu Group, and Shuanghuan Drive. Today, a relevant responsible person from Goldman Sachs confirmed that the company had indeed released the related report. The findings of the report have drawn significant market attention: these robot component companies are actively planning production capacities both in China and overseas, with an annual capacity planning range of approximately 100,000 to 1 million robot equivalents. In contrast, Goldman Sachs’ forecast for 2035 indicates...

Gelonghui FinanceNov 11 18:25

CICC: Passenger vehicle retail and wholesale continued to diverge in October, with the new energy vehicle penetration rate steadily increasing.

In October, the divergence in wholesale and retail sales of passenger vehicles continued amid a high base, with automakers initiating proactive destocking; the penetration rate of new energy vehicles remained stable with a moderate increase, while emerging players maintained robust growth.

Zhitong FinanceNov 11 13:34

Over 130 cutting-edge technologies showcased at the National Games, with 'AI powerhouses' such as Ubtech Robotics (09880) and Shenzhen Yuan AI potentially sparking another wave of AI enthusiasm?

At this National Games, athletic competition is contested within the field of play, while technological prowess is the focus of comparison beyond the venue.

Zhitong FinanceNov 11 12:30

The A-share market opened higher but closed lower, with the ChiNext Index plunging over 2%. The computing power hardware industry chain declined, while gains in Hong Kong's Hang Seng Index and Technology Index narrowed. Gold stocks remained active, and ne

The A-share market opened higher but closed lower, with the ChiNext Index plunging over 2%. Strong performances were seen in sectors such as lithium batteries, fluorine chemicals, memory chips, satellite navigation, phosphorus chemicals, photovoltaics, and coal-related concepts. On the other hand, themes like ice-snow tourism, nuclear fusion, reducers, and innovative drug development weakened. In Hong Kong's stock market, the Hang Seng Tech Index’s gains narrowed to 0.07%, while the Hang Seng Index’s increase was trimmed to 0.3%. The lithium battery and photovoltaic sectors performed strongly, whereas innovative drugs, new energy vehicles, and robotics-related themes weakened.

wallstreetcnNov 10 12:08

CICC Releases List of Top Picks for Hong Kong Stocks in Next Year's Portfolio (Table)

CICC published a report on the outlook for Hong Kong stocks next year, listing its top picks: Tencent (00700.HK), Alibaba-W (09988.HK), China Mobile (00941.HK), CNOOC (00883.HK), NetEase-S (09999.HK), SMIC (00981.HK), Zijin Gold International (02259.HK), BYD (01211.HK), Akeso Biopharma (09926.HK), CATL (03750.HK), Haier Smart Home (06690.HK), Kelun-Biotech-B (06990.HK), and Jiangxi Copper (00358.HK).

AASTOCKSNov 10 11:34