After a continuous reduction in market trading volume, a short-term directional choice may be faced, waiting for new hotspots to break through.
Yesterday, the market continued a low-volume consolidation structure. From the Index perspective, although it is still in a relatively strong consolidation structure, the narrow fluctuations over the past three days may indicate that the market is facing a new round of directional choices. If it cannot attack with increased volume again, the probability of subsequent corrective consolidation may further increase.
Manufacturing vehicles at the production end and selling vehicles at the sales end, nearly 20 complete vehicle companies are rapidly entering the humanoid robot sector.
① Mercedes-Benz announced in a statement that it will invest tens of millions of euros in Apptronik. ② Chongqing Changan Automobile disclosed that it is publicly sourcing suppliers for its humanoid robot research and development project. ③ Chery is also accelerating its layout in a series of new industry clusters including onboard Drones, humanoid robots, Robotaxi, and flying cars.
The market continues to shrink and fluctuate, and after the acceleration of themes rotation, funds are expected to flow back to the core main lines.
As the premium for new themes decreases, some funds still choose to flow back into the two major core directions of Siasun Robot&Automation and AI.
China United Network Communications: Last year's Q4 single-quarter net profit excluding non-recurring items showed a loss. It is expected that this year's investment in computing power will grow by nearly 30% year-on-year | Interpretations
① China United Network Communications released its 2024 annual report, showing that last year's revenue and net profit growth rates were relatively unchanged compared to the previous four years, but there was a rare loss in non-recurring net profit in Q4. ② China United Network Communications expects its computing power investment to increase by nearly 30% year-on-year this year. ③ China United Network Communications will seize AI opportunities in five areas: AI Infra, datasets, large models, intelligent agents, and AI security, with a focus on building 10 national-level intelligent computing Datacenters.
Increased to 44! These companies gather in the Star's hundred-yuan stock camp, with the Industry sector having the highest proportion.
① Today, there are 44 stocks on the Star that closed above 100 yuan; ② Among the hundred-yuan stocks on the Star, the stock with the highest closing price today is Cambrian.
[Data Observation] The IF futures bearish position has significantly increased with multiple speculative funds engaging in intense competition with Insigma Technology.
① If the main contract of the IF futures shorts increases by more than 6,000 lots, the increase in quantity is significantly greater than that of the bulls. ② The mining Concept stocks of Insigma Technology received buying from a leading speculative seat, while being sold by another leading speculative seat, and at the same time faced two leading speculative seats making trades.