道指跌超800点,美债收益率飙升;Figure首席执行官:人形机器人近期取得重大突破——《投资早参》

Market News - The three major US stock indices closed lower, with the Dow Jones down 816.8 points, a decline of 1.91%; the Nasdaq fell by 1.41%, and the S&P 500 dropped by 1.62%. Major tech stocks saw declines, with Tesla and Apple down over 2%, while Microsoft, Amazon, and Nvidia fell over 1%. Google, however, rose nearly 3% [1] - The US Treasury faced significant sell-offs, leading to a rise in yields. The 10-year yield increased by 10 basis points, reaching its highest level since February 13, while the 30-year yield also rose by 10 basis points to 5.07% [1] Industry Insights - The humanoid robot sector is experiencing positive catalysts, with Figure's CEO announcing plans to deploy autonomous humanoid robots by 2025, which is expected to advance AI, autonomy, and integration technologies. The company previously introduced a visual-language-action model for humanoid robots, indicating significant progress in embodied intelligence [3] - The market for embodied intelligence is projected to grow significantly, potentially exceeding one trillion in scale by 2026, driven by advancements in AI and technology companies' R&D efforts. Key stocks in this sector include Hanyu Group, Haozhi Electromechanical, and Dongtu Technology [3] - Solid-state batteries are gaining traction as the next-generation battery technology, with China accelerating its patent applications in this field, now accounting for nearly 30% of over 46,000 global applications. Companies that are early in the solid-state battery supply chain are expected to benefit from this trend, with key stocks including Haishun New Materials, Guoxuan High-tech, and Xingyuan Materials [4] - A significant breakthrough in brain-machine interface technology was achieved with the first domestic closed-loop spinal cord nerve interface surgery, leading to improved lower limb mobility for patients. This advancement is expected to facilitate the commercialization of brain-machine interface technologies in China, with potential economic value projected to reach up to $200 billion in the next 10-20 years. Relevant stocks include Hanwei Technology, Chengyitong, and Aipeng Medical [6] Stock Alerts - Qixia Construction announced that its shareholder, Nanjing Gaoke Co., Ltd., plans to reduce its stake by up to 31.5 million shares, not exceeding 3% of the total share capital [7] - Qingmu Technology's shareholder, Sun Jianlong, intends to reduce his stake by up to 277,600 shares, also representing 3% of the total share capital [7] - Sichuan Gold reported that its major shareholders plan to reduce their stakes by up to 10.5 million shares and 12.6 million shares, accounting for 2.5% and 3% of the total share capital, respectively [7] - Qingyun Technology's shareholders plan to reduce their stakes by a combined total of up to 4.5% of the total share capital [8] - Jingwang Electronics announced that its controlling shareholders plan to reduce their stakes by a total of up to 2.99% of the total share capital [8]