SIASUN(SZ:300024) Mei Ri Jing Ji Xin Wen·2025-05-26 23:44Market News - International oil prices showed slight fluctuations, with WTI crude oil remaining flat at $61.53 per barrel and Brent crude oil rising by 0.05% to $64.81 per barrel [1] - International gold prices decreased slightly, with spot gold falling by 0.46% to $342.21 per ounce and COMEX gold futures dropping by 0.7% to $342.20 per ounce [1] - COMEX silver futures increased by 0.11% to $33.645 per ounce [1] - European stock markets closed mostly higher, with Germany's DAX index rising by 1.68% to 24027.65 points and France's CAC40 index increasing by 1.21% to 7828.13 points [1] Industry Insights - Figure, a humanoid robot company, announced that its F.03 model has officially started walking, with CEO Brett Adcock emphasizing the advanced hardware [2] - Figure is actively recruiting hundreds of positions, including multiple AI engineers, and aims to deploy autonomous humanoid robots by 2025, which is expected to significantly advance the fields of AI, autonomy, and integrated technology [2] - The humanoid robot industry is experiencing dual catalysts of technological validation and commercialization, with a projected market size for embodied intelligence expected to exceed $1 trillion by 2026 [2] - The cloud service providers (CSPs) in North America are increasing AI investments, which is anticipated to drive significant growth in enterprise SSD demand by Q3 2025, with a potential price increase of 10% due to tight supply [3] - Major NAND Flash manufacturers have initiated production cuts of 10%-15%, leading to an expected price increase for DDR4 products [3] - The satellite communication sector is advancing with the approval of the "5G Satellite Radio Interface Technical Specification," which aims to enhance the integration of satellite and terrestrial communication systems [5] - The 5G NTN technology is expected to enable direct satellite connections for mobile devices, meeting the demands for high-precision positioning in autonomous driving applications [6] - The satellite internet market is projected to experience explosive growth in the next five years, with multiple trillion-dollar application scenarios expected to emerge [6]