In addition to huawei's industrial chain
Posted: Wed Feb 12, 2025 9:51 am
In addition, recently, it was rumored that huapei power's sensors were sent as samples to tesla's optimus prime, and its stock price also saw a surge in the short term.
In the field of software and systems, the main players are still large companies with strong ai capabilities, such as huawei.
In addition, there are opportunities for humanoid robot manufacturers. Major domestic manufacturers include efort, leju robotics, tosda, and hechuan technology. These complete machine manufacturers also hold some core technologies of the industrial chain.
On november 15, huawei reached a strategic cooperation with 16 powerful robot-related companies in china, which essentially built an industrial alliance. Huawei mainly provides a robotics platform to enable companies to better develop and integrate robots, which is somewhat similar to its role in the new energy vehicle field.
Because huawei has strong technical strength in hongmeng operating system, pangu big model, cloud computing, ai chips, etc., empowering domestic robot companies will accelerate their commercialization and enhance their global competitiveness.
In the future, robot companies that cooperate with huawei gambling data malaysia may have stronger market competitiveness, including efort, zhaowei electromechanical, tosda, zhongjian technology, and hechuan technology. The capital market also vaguely prices robots according to the "seres" among humanoid robots.
Tesla also has a strong siphon effect. Related concept stocks include sanfeng intelligent, beite technology, mingzhi electric, and sling shares. However, the increase in recent months has obviously lagged behind huawei's industrial chain, which to a certain extent shows that the market is more optimistic about huawei's technology iteration and implementation capabilities.
After the surge since the end of september last year, the overall valuation of humanoid robots has risen sharply, and may face turbulence in the short term, mainly due to the beta risk brought by the broader market.
Previously, the a-share capital market fully priced in the logic that a package of policy expectations would allow the economy to achieve a better recovery, but data such as the november economy and december pmi confirmed that the market was previously too optimistic. In addition, the continued surge in the bond market and the continued decline in the commodity market also reflect that these two markets hold relatively pessimistic expectations for the economy.
In the field of software and systems, the main players are still large companies with strong ai capabilities, such as huawei.
In addition, there are opportunities for humanoid robot manufacturers. Major domestic manufacturers include efort, leju robotics, tosda, and hechuan technology. These complete machine manufacturers also hold some core technologies of the industrial chain.
On november 15, huawei reached a strategic cooperation with 16 powerful robot-related companies in china, which essentially built an industrial alliance. Huawei mainly provides a robotics platform to enable companies to better develop and integrate robots, which is somewhat similar to its role in the new energy vehicle field.
Because huawei has strong technical strength in hongmeng operating system, pangu big model, cloud computing, ai chips, etc., empowering domestic robot companies will accelerate their commercialization and enhance their global competitiveness.
In the future, robot companies that cooperate with huawei gambling data malaysia may have stronger market competitiveness, including efort, zhaowei electromechanical, tosda, zhongjian technology, and hechuan technology. The capital market also vaguely prices robots according to the "seres" among humanoid robots.
Tesla also has a strong siphon effect. Related concept stocks include sanfeng intelligent, beite technology, mingzhi electric, and sling shares. However, the increase in recent months has obviously lagged behind huawei's industrial chain, which to a certain extent shows that the market is more optimistic about huawei's technology iteration and implementation capabilities.
After the surge since the end of september last year, the overall valuation of humanoid robots has risen sharply, and may face turbulence in the short term, mainly due to the beta risk brought by the broader market.
Previously, the a-share capital market fully priced in the logic that a package of policy expectations would allow the economy to achieve a better recovery, but data such as the november economy and december pmi confirmed that the market was previously too optimistic. In addition, the continued surge in the bond market and the continued decline in the commodity market also reflect that these two markets hold relatively pessimistic expectations for the economy.