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大佬发话!人形机器人爆单了——道达对话牛博士
Mei Ri Jing Ji Xin Wen· 2025-05-11 11:26
Group 1 - The market showed a rebound this week, with major indices rising except for the Sci-Tech 50 Index, driven by favorable policies released during a press conference [1][2] - The Shanghai Composite Index formed an island reversal pattern, which could indicate future market direction depending on whether it breaks upward or downward [2][3] - The market is currently experiencing a consolidation phase, with key resistance levels at 3439, 3394, and 3361 points [2][3] Group 2 - Upcoming events that may impact market trends include the results of the China-US trade talks and the release of key economic data from the People's Bank of China [3][4][5] - The battery industry is expected to hold several technical conferences next week, with solid-state batteries being highlighted as a promising area [11][12] - The humanoid robot market is gaining traction, with companies like Midea Group entering the market with new products, indicating strong demand and growth potential [12][13] Group 3 - The recent market rally has been characterized as a corrective phase, with various sectors showing recovery, although the sustainability of these trends remains uncertain [7][9] - The semiconductor sector faced pressure due to guidance from leading companies like SMIC, which projected a decline in revenue, affecting overall market sentiment [8][9] - The current low interest rates and potential for a "deposit migration" trend could boost high-dividend sectors and growth valuations in the stock market [11]