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000851,历史新低!AI眼镜火了,杠杆资金加仓这些优质高成长股
Zheng Quan Shi Bao·2025-09-17 04:03

Core Viewpoint - The emerging technology sector is witnessing significant stock performance, particularly in AI and humanoid robotics, with major indices showing strong fluctuations and new highs being reached in various stocks [1][5]. Group 1: Market Performance - Major indices, including the Sci-Tech 50 Index, have reached new highs, with the big tech sector continuing to surge, particularly in areas like lithography machines and PEEK materials [1]. - Leading stocks such as SMIC have surpassed 120 CNY per share, while humanoid robot leaders like Sanhua Intelligent Control and Top Group have also hit historical highs [1]. - Low-priced stocks remain popular, with Shoukai Co. hitting the daily limit up, while *ST Gaohong continues to hit historical lows [1][2]. Group 2: Company-Specific Issues - *ST Gaohong has been identified as the lowest-priced stock in the A-share market, with a recent closing price of 0.54 CNY per share, marking a new historical low [2]. - The company faces severe risks, including a potential forced delisting due to fraudulent issuance of stocks and false reporting from 2015 to 2023, as indicated by the China Securities Regulatory Commission [4]. - Auditors have issued disclaimers regarding the effectiveness of the company's internal controls and have raised concerns about its ability to continue as a going concern [4]. Group 3: Investment Opportunities - The technology sector, particularly AI and humanoid robotics, has shown strong performance, with AI glasses being highlighted as a promising area for future growth [5]. - Meta's upcoming event, Meta Connect 2025, is expected to showcase advancements in AI glasses, indicating a strong push from major tech companies towards commercialization [5]. - Several AI glasses-related stocks have seen significant net buying from financing, with 41 stocks predicted to have net profit growth exceeding 20% in the coming years [6][7].