Market Overview - The market has experienced significant fluctuations recently, with over 3,400 stocks declining and a trading volume of 1.19 trillion [1] - Institutional and large investors had a net inflow of 27 billion, while retail investors withdrew 30 billion, indicating a shift in market sentiment [1] - Key support levels to watch are 3,363 points on a 30-minute chart and 3,324 points on a daily chart, which, if not broken, may allow the market to continue its current trend [1] Sector Performance - Pharmaceutical stocks have been sold off, with funds shifting towards computing hardware and consumer electronics as a safer investment [2] - The decline in pharmaceutical stocks is partly attributed to renewed discussions on centralized procurement, although this news is not new [2] - The computing hardware sector, including PCB, CPU, and storage chips, is seeing increased activity driven by high demand and positive news [2][3] Technology Investments - Major tech companies are significantly increasing their capital expenditures, with Microsoft planning over 80 billion, Google 75 billion, Amazon 100 billion, and Alibaba 120 billion, which is expected to boost demand in the PCB and CPU sectors [3] - The storage chip market is experiencing a shift due to Micron's production halt of DDR4, which holds a 25% global market share, creating opportunities for other manufacturers [3] Consumer Electronics - The consumer electronics sector is also gaining momentum, with Nintendo's new console achieving impressive sales figures, indicating strong market demand [3] - Analysts predict that Nintendo's first-year sales could exceed 15 million units, outperforming the PS5 during the same period [3] Emerging Technologies - The laser radar concept has gained attention following its successful deployment in intercepting missile and drone attacks, leading to a surge in related A-share stocks [4] - The market is currently characterized by a rotation of funds from high to low positions, suggesting that there are still profitable opportunities available if the timing is right [4]

点击 关注我们 报告发布日期：2025年5月6日 报告名称:《 华勤技术（603296.SH）-全球领先的智能硬件ODM企业，多业务布局展现强劲增长 》 分析师：胡剑 S0980521080001/胡慧 S0980521080002/ 叶 子 S0980522100003 / 詹浏洋 S0980524060001 / 张大为 S0980524100002/ 李书颖 S0980522100003 联系人：连欣然 完整报告请扫描下方二维码 核心观点 2024年公司营收增长28.8%，归母净利润增长8.1% 公司2024年营业收入1098.78亿元(YoY 28.76%)，主要受益于高性能计算产品的业务规模增加；归母净利润 29.26亿元(YoY 8.10%)，扣非归母净利润23.45亿元(YoY 8.43%)，毛利率9.30%(YoY -2.03pct)。 估值的风险；盈利预测的风险；行业周期风险；产品研发风险；技术迭代风险；国际贸易摩擦及政策限制风 险；主要原材料价格波动的风险；ODM市场规模下滑的风险；市场竞争风险；汇率波动风险。 国信电子团队 2025年一季度营收增长超115%，归母净利润增长超39% 公司 ...

华盛昌（002980）公告，为加速推进公司在人工智能眼镜的战略布局，全资子公司深圳深度感测技术有 限公司拟与深圳市华眸企业管理合伙企业(有限合伙)和深圳市华境企业管理合伙企业(有限合伙)共同投 资设立深圳市深境智能技术有限公司。合资公司注册资本1000万元，其中深度感测出资700万元，持股 比例为70%。此次投资旨在建立核心团队与企业发展成果深度绑定的长效激励机制，充分激发骨干员工 积极性，实现风险共担、利益共享。 ...

| 880005 涨跌家数 | | | --- | --- | | 其中 涨停 | ਬਰ | | 涨幅 > 7% | 90 | | 涨幅 5-7% | 68 | | 涨幅 3-2% | 184 | | 涨幅 0-3% | 1471 | | 跌幅 0-3% | 3155 | | 跌幅 3-5% | 220 | | 跌幅 5-7% | 54 | | 跌幅 > 7% | 50 | | 其中 跌停 | 13 | | 上涨家数 | 1813 | | 下跌家数 | 3479 | | 平盘停牌 | 126 | | 总品种数 | 5418 | | 总成交额 | 12217.64亿 | | 总成交量 | 98002.0 9 | | 涨家增减 | -896 | | 涨家增幅 | -33.07% | | 指数量比 | 0.93 | 算力硬件股集体走强，PCB、CPO等方向领涨，逸豪新材、科翔股份、沪电股份等多股涨停。 【导读】利好来了 中国基金报记者 泰勒 兄弟姐妹们啊，今天市场小幅上涨，一起回顾下发生了什么事。 A股小幅上涨 6月18日，市场全天探底回升，三大指数小幅上涨。截至 收盘沪指涨0.04%，深成指涨0.24%，创业板指 ...

今日，A股主要指数小幅上涨，截至收盘，沪指涨0.04%报3388点，深证成指涨0.24%，创业板指涨 0.23%。 | 印刷 | 名称 | 现价 | | 涨跌 涨幅% | | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 3388.81 | +1.41 | +0.04 | | 399001 | 深证成指 | 10175.59 | +24.16 | +0.24 | | 3000666 | 创业板指 | 2054.73 | +4.79 | +0.23 | | 000688 | 科创50 | 968.18 | +5.10 | +0.53 | | 050668 | 北证50 | 1393.44 | -9.11 | -0.65 | 全天成交1.22万亿元，较前一交易日缩量154亿元，全市场近3500股下跌。 AI眼镜板块走强，清越科技20CM涨停，则成电子涨超19%，中京电子、比依股份涨停，惠伦晶体、华 灿光电涨超6%，天邑股份涨超5%。 | 代码 名称 | 现价 涨跌 涨幅� | | --- | --- | | 688496 清越科技 | 9.58 +1.60 +20 ...

| 上证指数 | 深证成指 | 创业板指 | | --- | --- | --- | | -3388.81 | -10175.59 | -2054.73 | | +1.4 +0.04% | +24.16 +0.24% | +4.78 +0.23% | | 100 | 711 | | 收评：创业板指探底回升涨0.23% 算力硬件股集体走强 智通财经6月18日电，市场全天探底回升，三大指数小幅上涨。沪深两市全天成交额1.19万亿，较上个交易日缩量161亿。盘面上，市场热点较为杂乱，个股 跌多涨少，全市场超3400只个股下跌。从板块来看，算力硬件股再度走强，沪电股份等多股涨停。军工股震荡走高，北方长龙20CM涨停。AI眼镜概念股持 续活跃，比依股份涨停。下跌方面，稀土永磁概念股震荡走低，中科磁业跌超10%。板块方面，PCB、CPO、军工装备、AI眼镜等板块涨幅居前，美容护 理、草甘膦、稀土永磁、脑机接口等板块跌幅居前。截至收盘，沪指涨0.04%，深成指涨0.24%，创业板指涨0.23%。 IJNIJ 7 2 4 - 2 - 2 - 1 / 1 封板率 70.00% 封板 40 触及 17 昨涨停今表现 0.84% ...

以下文章来源于硬氪 ，作者黄楠 文 ｜ 黄楠 编辑 ｜ 袁斯来 来源｜ 硬氪（ID：south_36kr） 封面来源 ｜ 企业官网 盛夏已至，美国人的庭院里，疯长的草坪再次成为难题。 与往年不同的是，今年这场关于草坪的季节性烦恼，正演变为一场由中国割草机器人公司主导的战争。 这个季节，他们要突进北美——这个最大、也最难攻克的市场。 九号公司创始人兼董事长高禄峰告诉硬氪， 美国市场已临近爆发临界点； 据悉，九号当前正稳步推进渠道布局，已同劳氏（Lowe's）达成合作，并与其他 大型渠道商开展签约洽谈。 创业公司中，松灵旗下品牌库犸科技（Mammotion）此前也宣布同美国联合足球联赛（USL）达成合作，通过赛事传播提升在本地的品牌知名度。 接近松 灵的业内人士告诉硬氪，自开年至5月份以来，松灵割草机器人已备货超30万台 。 对比之下，追觅的主战场目前仍在欧洲，其三款割草机产品主要面向中等主流面积草坪。 硬氪 . 专注全球化、硬科技报道。36kr旗下官方账号。 有公司已备货30万台。 弗若斯特沙利文数据显示，全球超300亿美元户外动力设备（OPE）市场中，割草机器人规模仅为26亿美元，年销量在120-130万台， ...

Core Viewpoint - The survival strategy of Zero Zero Technology emphasizes finding the right "zero point" over blind innovation, suggesting that choosing the correct direction is more crucial than the initial innovation itself [4][7][11]. Group 1: Company Background and Philosophy - Zero Zero Technology has been operational for eleven years, focusing on creating a flying camera that integrates advanced computer vision and AI technology [1][3]. - The founder, Wang Mengqiu, believes that the essence of their product is to enhance user experience by automating photography, allowing users to enjoy moments without manual setup [2][6]. - The company has maintained a strong commitment to research and development, with a significant portion of its workforce dedicated to R&D even during challenging times [2][10]. Group 2: Product Development and Market Position - The flying camera is positioned as an entertainment and imaging tool, with the potential to become a household robot similar to vacuum cleaners, aiming for annual sales exceeding ten million units [32][33]. - The company has developed a unique product that combines high computational power with lightweight design, achieving a significant increase in performance over the years [17][19]. - Zero Zero Technology differentiates itself from traditional drone companies by focusing on embedded AI and user-friendly experiences, rather than just flying capabilities [13][15]. Group 3: Market Trends and Future Outlook - The market for flying cameras is expected to grow significantly, with the potential for rapid adoption as more manufacturers enter the space [34][39]. - The company anticipates that technological advancements and market education will drive growth, with a projected timeline of five years to reach substantial sales volumes [33][34]. - Zero Zero Technology aims to remain competitive by focusing on product quality and user experience, rather than engaging in aggressive market battles [37][38].

智通财经6月18日电，市场早盘震荡调整，三大指数小幅下跌。沪深两市半日成交额7430亿，较上个交 易日缩量285亿。盘面上热点较为杂乱，个股跌多涨少，全市场超4100只个股下跌。从板块来看，军工 股集体走强，北方长龙20CM涨停。算力硬件股展开反弹，中京电子涨停。银行股逆势活跃，农业银行 等多股再创历史新高。下跌方面，稀土永磁概念股震荡走低，中科磁业跌超10%。板块方面，军工、 PCB、白酒、油气等板块涨幅居前，美容护理、稀土永磁、CRO、农药等板块跌幅居前。截至收盘，沪 指跌0.2%，深成指跌0.15%，创业板指跌0.36%。 午评：三大指数小幅调整 全市场超4100只个股下跌 ...

Core Viewpoint - The launch of "Look and Pay" by Alipay in collaboration with Rokid Glasses marks a significant advancement in wearable payment technology, allowing users to make payments through smart glasses using voice commands and QR code recognition [1][2][3] Company Developments - Rokid Glasses is claimed to be the world's first smart glasses capable of processing payments, integrating Alipay's "Look and Pay" feature [2] - The payment process involves users saying the amount and confirming the payment, with transaction details displayed on the glasses [3] - Rokid has reported over 250,000 global orders for Rokid Glasses, with deliveries set to begin at the end of June [6] Industry Trends - The introduction of "Look and Pay" is part of a broader trend where payment institutions like Alipay and WeChat Pay are innovating to enhance user convenience and efficiency in payment processes [4] - Analysts suggest that the push for smart glasses payments is a strategic move by Alipay to capture a new payment entry point and compete with WeChat Pay in the consumer market [4] - The increasing integration of payment capabilities into smart devices is expected to change user interactions with technology, making payments more seamless and accessible [5]