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早盘直击|今日行情关注
后市展望: 主题驱动或将转向基本面驱动,但科技成长仍是主线。自春季行情启动以来,市场领涨板块始终以事件驱动的主题性方向为主,如商业 航天、脑机接口等。这些板块尽管远期前景较好,但由于短期缺乏业绩和基本面支撑,因此稳定性较差,一旦出现震荡波动幅度将会比较剧烈。行情进入 震荡阶段后,交易量将有所下降,市场或将重新聚焦业绩和基本面驱动的板块。但春季行情的主要驱动因素仍然是市场风险偏好的上升,因此领涨方向仍 以科技成长为主,后续行情的热点将转向有基本面支撑的科技成长板块。 可关注半导体、电池、AI硬件、创新药等。 指数延续窄幅震荡,科创板跌幅较大。 周四指数延续窄幅震荡,尽管大盘勉强收红,但主要分类指数表现分化,跌多涨少,科创50指数下跌超3%领 跌市场。上涨家数仅1800余家,下跌家数超过3500家。成交量继续放大,周四全天成交3.26万亿元。沪指在1月13日结束连阳进入震荡期后,调整幅度总 体比较温和,本周指数总体延续了窄幅震荡格局,热门板块有序轮动。 热点板块: 1月科技和原材料涨价方向占优,高股息可做左侧关注。1月市场迎来春季行情的启动,历年春季躁动行情,科技成长方向大概率占优。 结合短期催化剂,诸如商业航天 ...
中信证券:人形机器人处于技术验证期,商业化落地时间相比新能源汽车将缩短
Xin Lang Cai Jing· 2026-01-30 00:24
中信证券研报表示,目前人形机器人处于技术验证期,但商业化落地时间相比于新能源汽车将缩短;建 议重点关注机器人产业中价值最厚、格局最清、确定性最高环节,因为业绩弹性最大,同时我们认为龙 头在产业趋势投资阶段最为核心,因此我们建议积极寻找机器人细分环节中非标、技术、成本、扩产壁 垒高的龙头企业,因为这类企业能够穿越产业周期。整体上,我们认为机器人公司本身(软硬一体的平 台型企业)、高算力SOC芯片(大脑端侧驱动)、灵巧手(软硬件一体的小机器人)、执行器、精密传 感器(软硬件一体)等环节属于人形机器人产业高价值、高壁垒环节。 ...
2026杭州年货市集今天开市
Mei Ri Shang Bao· 2026-01-29 23:55
此外,建行杭州分行也为助农注入金融力量,投入10万元专项补贴打造"助农快线"。青海牛奶、四川甘 孜高原苹果汁、阿克苏苹果、黑龙江五常大米、临安年糕、潜川马山冬笋等本土及各地农特产品,均以 实惠价格亮相市集,让市民在置办年货的同时,也能参与助农。 科技融入年味 刷新市集互动体验 当传统年货市集与前沿科技相逢,这个新春将被注入怎样的新奇与暖意?此次年货市集特别邀请海康威 视(002415)、德施曼、云深处科技、吉利汽车等杭州龙头企业登场,将智慧生活的理念融入浓浓年 味。其中,来自宇树科技的智能机器人化身"新春书法家",现场书写"福"字。市民不仅能近距离观赏机 器人行云流水的笔触,还能免费领取这份科技感满满的新春"墨宝",将独特祝福带回家。 除了能写会画的机器人,"杭州都市圈"展区还准备了诸多互动感十足的互动体验:3D打印咖啡支持定 制专属图案或祝福语,让一杯暖饮成为逛展的特别纪念;AI智能萌宠则将带来灵动的交互体验,为逛 市集增添欢声笑语。 今日,"醉忆杭鲜·共富迎新"2026杭州新春年货市集在武林广场正式启幕。本土特色农产、跨域优质好 物、前沿科技互动与非遗技艺扎堆亮相,让杭州市民在一站式备年货的过程中,品味舌 ...
Richtech Robotics Inc. Under Investigation After 20% Stock Drop
Businesswire· 2026-01-29 23:36
Additionally, Hunterbrook claims that just weeks earlier, Richtech Robotics missed its extended 10-K filing deadline. According to Hunterbrook, Richtech Robotics filed an NT 10-K (notification of late filing) in December 2025, which seemingly delayed its 10-K filing deadline to January 13, 2026. However, Richtech Robotics did not file the 10-K until seven days after the extended deadline, on January 20, 2026. As a result, Hunterbrook questions whether Richtech Robotics may have received a deficiency notice ...
Tesla CEO Elon Musk doubles down on robots
Youtube· 2026-01-29 23:32
My next guest says this is a burning the ships moment for the company making a profound working a profound shift away from electric vehicles. George Gina Canacord Genuity managing director joining us now. George um I love that imagery was very Game of Thrones view um that you know he's kind of burning the ships moving ahead into the brave new future.You know Musk himself has said for a long time we are not a car company. That's not why you should own us. That's not what we are.Does this make the moment that ...
钱塘企业具微科技完成近亿元A轮融资
Mei Ri Shang Bao· 2026-01-29 23:24
商报讯 (记者 孟佳俊) 近日,杭州四足机器人企业具微科技正式宣布完成近亿元A轮融资。本轮融资 由正强股份(301119)领投,壹连科技(301631)、见素资本、鲁信创投(600783)跟投(排名不分先 后),所筹资金将主要用于产品研发生产、团队建设,以及应用场景拓展与生态构建。 本轮A轮融资的完成,标志着具微科技的发展重心已从早期的算法研发和原型机验证,正式转向针对严 苛商用场景的产品工程化打磨与量产筹备阶段。商业化成果已初步显现,数据显示,2025年具微科技已 完成1.1亿元订单,在手订单突破5亿元,业务广泛覆盖公安、应急、石油等近千个行业场景;其产品可 替代的危险作业场景规模约达2000万个,商业化潜力十分突出。 具微科技的快速崛起,正是杭州四足机器人产业蓬勃发展的一个生动缩影。近期,杭州四足机器人领域 捷报频传,1月22日,浙江大学杭州国际科创中心人形机器人创新研究院推动的产学研融合成果——新 一代工业级四足机器人"阿波罗"正式发布,该产品在感知层面搭载多模态融合系统,集成激光雷达、热 成像等多种传感器,可精准适配各类复杂作业环境。 截至目前,杭州已集聚200多家机器人相关企业,逐步构建起覆盖核心零 ...
Rosen Law Firm Encourages Richtech Robotics Inc. Investors to Inquire About Securities Class Action Investigation – RR
Businesswire· 2026-01-29 23:05
NEW YORK--(BUSINESS WIRE)--Why: Rosen Law Firm, a global investor rights law firm, announces an investigation of potential securities claims on behalf of shareholders of Richtech Robotics Inc. (NASDAQ: RR) resulting from allegations that Richtech Robotics may have issued materially misleading business information to the investing public. So What: If you purchased Richtech securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee. ...
Elon Musk's $20 billion spending plan signals 'Tesla of yesterday is gone'
CNBC· 2026-01-29 23:01
In this articleTSLAElon Musk, CEO of SpaceX and Tesla, attends the Viva Technology conference at the Porte de Versailles exhibition center in Paris on June 16, 2023.Gonzalo Fuentes | ReutersAt Tesla's factory in Fremont, California, the automaker plans to make robots instead of its older cars, as it gears up to spend $20 billion this year to fund what it views as a business transformation."Forget the Tesla you knew," wrote analysts at Canaccord Genuity, in a note following Tesla's fourth-quarter earnings re ...
Richtech Robotics Announces Closing of $38.7 Million Private Placement Priced At-The-Market Under Nasdaq Rules
Globenewswire· 2026-01-29 22:55
LAS VEGAS, Jan. 29, 2026 (GLOBE NEWSWIRE) -- Richtech Robotics Inc. (Nasdaq: RR), (“Richtech Robotics” or the “Company”), a Nevada-based provider of AI-driven service robots, announced today the closing of its previously announced private placement for the purchase and sale of 8,500,000 shares of the Company’s Class B common stock priced at the market under Nasdaq rules. Rodman & Renshaw LLC acted as the exclusive placement agent for the offering. The gross proceeds from the offering were approximately $38. ...
BREAKING: Richtech Robotics Investigated for Securities Fraud Following 20% Drop; Investors Should Contact Block & Leviton to Potentially Recover Losses
Globenewswire· 2026-01-29 20:38
Core Viewpoint - Richtech Robotics Inc. is under investigation for potential securities law violations following a significant drop in its stock price due to allegations of misrepresentation regarding its relationship with Microsoft [2][4]. Group 1: Company Overview - Richtech Robotics shares fell over 20% on January 29, 2026, after a report claimed the company mischaracterized its engagement with Microsoft as a "close collaboration," while Microsoft described it as a standard customer program with no commercial aspect [2]. - The report also highlighted that the timing of the announcement coincided with a dilutive private placement and Richtech's failure to file its Form 10-K on time, raising concerns about the accuracy of the company's previous disclosures [2]. Group 2: Legal Investigation - Block & Leviton is investigating Richtech Robotics for potential securities law violations and may pursue legal action to recover losses for investors [4]. - Investors who have lost money on their Richtech Robotics investments are encouraged to contact Block & Leviton for more information on recovery options [5]. Group 3: Investor Eligibility - Any individual who purchased Richtech Robotics common stock and experienced a decline in share value may be eligible to participate in the investigation, regardless of whether they have sold their shares [3]. Group 4: Whistleblower Information - Individuals with non-public information about Richtech Robotics are encouraged to assist in the investigation or report to the SEC under the whistleblower program, potentially earning rewards of up to 30% of any successful recovery [6]. Group 5: Firm Reputation - Block & Leviton is recognized as a leading securities class action firm, having recovered billions for defrauded investors and representing many top institutional investors [7].