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深地经济、培育钻石大涨!特斯拉Optimus机器人何时量产?
Mei Ri Jing Ji Xin Wen· 2025-10-22 08:36
每经编辑|吴永久 周三,上证指数小幅震荡,深地经济、培育钻石概念涨幅居前,特斯拉人形机器人产业链继续上涨。收盘沪指跌0.07%,收报3913.76点。沪深两市成交额 仅有16679亿元,较周二缩量2060亿元。 消息面上,人形机器人领域近期海内外利好不断。海外方面,特斯拉官网发布大量Optimus机器人制造工程师招聘信息,或预示着第三代机器人量产在 即。国内机器人企业也迎来重要进展,宇树科技IPO辅导机构已提交第一期辅导工作报告,上市工作稳步推进;乐聚机器人宣布完成近15亿元Pre-IPO轮 融资,将用于核心技术研发与产业链布局。 在每日经济新闻App举办的掘金大赛中,第76期比赛在周一开赛,多位选手跑步入场。大赛为模拟炒股,模拟资金50万元。报名时间为10月18日至10月31 日,比赛时间为10月20日至10月31日。每期比赛结束,正收益就获现金奖励!报名就拿福利!冲刺月度积分王大奖! 对于大盘方面,有参赛高手认为,目前,上证指数处于正常的上升趋势中,处于横盘震荡状态,如果向上放量突破3950点,那么将打开新的上涨空间。 估计在10月底的APEC会议之后,市场的不确定因素会减少很多。 在板块机会方面,有参赛 ...
全球多数股市杀跌,金价为何逆势走强?哪些主线有抄底机会?高手这样看
Mei Ri Jing Ji Xin Wen· 2025-10-17 10:25
Group 1 - Global stock markets experienced a decline, with the Shanghai Composite Index falling by 1.95%, and only 602 stocks rising against 4783 stocks that fell [1] - In the recent stock trading competition, the top three participants achieved impressive returns, with the champion's return at 46.65%, the runner-up at 35.01%, and the third place at 33.70% [1] - The competition had a total of 336 participants who achieved positive returns and will receive cash rewards [1] Group 2 - The 76th trading competition will start registration on October 18, with a simulated capital of 500,000 yuan, and the competition will run from October 20 to October 31 [3][13] - Cash rewards for the competition include 688 yuan for the first place, 188 yuan for the second to fourth places, and 88 yuan for the fifth to tenth places, with additional rewards for monthly point leaders [3][13] - Participants who register will receive free access to the "Fire Line Quick Review" for six trading days, which includes market insights and investment logic [4][12] Group 3 - The A-share market is experiencing significant volatility, with 1622 stocks rising and 3763 stocks falling since October [5] - Notable stocks that performed well include Hefei Urban Construction and Dayou Energy, while stocks like Hainan Huatech and Shangwei New Materials saw significant declines [5][6] - Market experts suggest that the Shanghai Composite Index is facing resistance at 3950 points and support at 3750 points, indicating a range-bound trading environment [7] Group 4 - Experts believe that the current market adjustment presents opportunities in sectors such as optical switches and undervalued brokerage firms [8] - The rising gold prices are attributed to factors such as U.S. government shutdown concerns and expectations of interest rate cuts by the Federal Reserve [9] - The Ministry of Industry and Information Technology announced a plan to achieve a 70% coverage rate for millisecond latency in urban computing power centers by 2027 [9]
四大证券报精华摘要:9月3日
Xin Hua Cai Jing· 2025-09-03 02:18
Group 1 - Foreign institutions are diversifying their investments through ETFs, focusing on sectors like gold, innovative pharmaceuticals, and semiconductors, with significant returns reported [1] - Private equity firms have increased their research activities, conducting over 6000 A-share company investigations in August, reflecting a positive outlook and a focus on "hard technology" and "big health" sectors [2] - The polyester filament industry has shown strong performance with a 10.15% increase in the polyester index since August 1, indicating a favorable investment opportunity as demand peaks [4] Group 2 - Leading companies in various sectors are optimistic about the second half of the year, predicting a sales peak driven by market demand and supportive policies [5] - The optical switch market is expected to grow rapidly, with a projected market size of $2.02 billion by 2031 and a compound annual growth rate of 16.3% [7] - Oil service companies are poised for growth as international oil prices remain stable, with several firms reporting solid performance in their recent half-year reports [8] Group 3 - The demand for energy storage solutions has surged, leading to a significant increase in orders for domestic battery manufacturers, with some companies reporting full production capacity [11] - A new tax policy has been introduced to support the management of state-owned equity and cash income for social security funds, which may impact investment strategies [12][13] - Institutional investors, including public funds and social security funds, have shown a consensus on 145 stocks, particularly in the new productivity sector, indicating a shared outlook on policy and industry trends [14] Group 4 - Stardust Intelligent has secured a large order for humanoid robots, marking a significant step in the commercialization of AI robots for various industrial applications [15]