Nearly 2,900 shares in the market floated red, and consumer sectors such as food and beverage, catering, home appliances, retail and brewing collectively rose, while insurance, banking and brokerage sectors also rose. Guosheng Gold controlled the daily limit, and China Merchants Securities, China Merchants Bank and Bank of Ningbo rose more than 2%. The concept of humanoid robot broke out again, and the two boards of China Research Institute, Eft and Keli sensing reached new heights; The concept of AIGC is active, Shensi Electronics is worth buying a 20% daily limit, and Jincai Internet, Huayang Lianzhong and Tianyu Digital Branch have won 4 consecutive boards; The concept of commercial aerospace has also shown some performance, with the daily limit of Huachangda, China Satellite and Seiko Technology.CITIC Securities said that it is expected that the main directions of subsequent release will include multimodal, Agent and platform tools, AI applications, etc. The main products will include the foresight of important products such as Sora and Operator. At present, the rapid prosperity of model ecology, considering the upgrading of model capabilities and the lowering of industrialization threshold, combined with the application landing forms such as Agent, it is expected that the landing of AI applications will continue to accelerate in 2025, and it is suggested to pay attention to the three main lines of platform services, application scenarios and computing power.Specifically, the stock indexes of the two cities opened sharply higher across the board. The Shanghai Composite Index hit 3,500 points in early trading, while the Growth Enterprise Market Index rose nearly 5% in intraday trading, and the gains gradually narrowed in the afternoon. At the close, the Shanghai Composite Index rose 0.59% to 3,422.66 points, the Shenzhen Component Index rose 0.75% to 10,812.58 points, the Growth Enterprise Market Index rose 0.69% to 2,264.05 points, and the Beizheng 50 Index rose 2.35%. The total turnover of Shanghai, Shenzhen and North China was 2,228.2 billion yuan, an increase of 566.7 billion yuan compared with yesterday.
AI application concept is activeAccording to the agency, Tesla Optimus, as a pioneer of "intelligent body", is expected to take the lead in mass production. Domestic manufacturers continue to iterate on the ontology structure, motion control algorithm and software engineering of humanoid robots, and actively explore downstream industrial application scenarios. It is expected to become the first year of mass production of humanoid robots in 2025. It is suggested to pay attention to the suppliers of core links such as layout actuators, reducers, lead screws and sensors in the industrial chain of the OEM with rapid mass production progress.Consumer sectors such as food and beverage, catering, brewing, retail, and home appliances collectively soared in intraday trading.
According to the agency, with the increasing importance of expanding domestic demand in economic work in 2025, this conference is expected to become an important catalyst for changing the growth theme style to consumption (medicine, catering and tourism, agriculture and animal husbandry, automobiles and household appliances) and real estate chain (home improvement, home furnishing, household appliances and automobiles).As of the close, in the food and beverage sector, Runpu Food, Panda Dairy, Yike Food and Western Animal Husbandry had daily limit, and Yiming Food won 11 consecutive boards.In the news, in the early morning of 10th Beijing time, Tesla released a new video through the X platform, showing the latest progress of its humanoid robot Optimus walking on complex terrain. The video shows that Optimus can walk steadily on a hill slope covered with mulch. Musk said that the robot can control its electric limbs through a neural network and can walk on this rugged terrain without remote control.
Strategy guide 12-13
Strategy guide
Strategy guide
12-13
Strategy guide