5月的低位兴隆已经提前现身，它即不是今天竞价转强又烂板一天的雨山也不是垂死挣扎，一天依旧断 板的宏博，而是在新起来的这个方向。和讯投顾郭岱岳认为，节前陈小群6,000万当榜一大哥的宏博， 今天带动了算力方向的全面回流，但宏博今天爆出了天量换手后断板，又给明天埋下了一丝隐患，明天 是简单的重复永安的结局，还是会有今天反转，常山赵子龙换手二连板之后，是接过洪波的王座，带领 算力继续走强，还是就此陨落，带着小弟严山同赴刑场，化工龙头综艺三波预期拉满后端，又是意欲何 为？ 今天三是在五一假期的集体消息刺激下，高开高走，可算是扬眉吐气了一把，而假期发酵最多的消息有 三大方向，今天都迎来了几种表现，早上最开始发酵的是外骨骼机器人方向，随着五一假期各大景点黄 山、泰山、华山等著名景区引入了登山外骨骼机器人的消息面发，机器人板块高标全注开出大单一字， 后排小弟开盘弱转强后快速秒板容量中军、盐、山、润和纷纷大阳线带动整个板块高潮。作为机器人方 向的弹性，大长腿大业更是走出了近乎三天三个20厘米的走势，风头一时无两。外骨骼机器人方向高标 全注业绩改善叠加机器人概念，一旦明天能够再次加速走强，就有望带动机器人方向再次发酵。而创业 ...

Group 1: Robotics - Recent introduction of smart climbing aids such as exoskeletons and smart knee braces in famous scenic spots like Huangshan and Taishan, enhancing the climbing experience for tourists [1] - The exoskeleton robot market is transitioning from medical applications to consumer markets, marking 2023 as a pivotal year for consumer-grade exoskeletons [1] - The rapid development in robotics has led to significant cost reductions and increased public interest, with applications expanding across various sectors including healthcare, industrial, and outdoor activities, suggesting a market potential exceeding hundreds of billions [1] Group 2: Automotive Parts - Confirmation from U.S. Customs that automotive parts manufactured in Canada and Mexico will be exempt from a 25% tariff under the USMCA agreement, effective May 3, 2025 [2] - Compensation for U.S. automotive manufacturers for tariffs on imported parts can reach up to 3.75% of retail prices, decreasing to 2.5% in the second year, potentially improving profit margins for related companies [2] - The revised policy may alleviate export costs for companies, but high tariffs could disrupt supply chains and lead to production halts in the automotive sector [2] Group 3: Digital Economy - The 8th Digital China Construction Summit held from April 29 to May 4, featuring over 40 forums and dialogues, and attracting more than 800 entrepreneurs and 100 experts [3] - The summit introduced a digital economy unicorn development report and signed 455 key projects with a total investment of 228 billion yuan, marking an 8% increase in projects and a 12% increase in investment compared to the previous summit [3] - The focus on digital infrastructure is seen as crucial for economic growth, industrial upgrading, and enhancing social governance capabilities [3] Group 4: Rare Earth Metals - Following China's announcement of export controls on seven types of medium and heavy rare earths, prices for rare earth metals have surged, with dysprosium prices doubling to $850/kg and terbium prices increasing over 210% to $3000/kg [5] - Rare earth metals are essential for various industries, including renewable energy and aerospace, and China's export restrictions are expected to lead to increased overseas demand and price hikes [5] - Domestic rare earth processing companies may benefit from expanded profit margins due to the exclusion of certain processed products from export controls [5] Group 5: Brain-Computer Interface - Neuralink's brain-computer interface device, Link, has received FDA breakthrough device designation to assist patients with severe speech impairments [6] - This development represents a significant step towards integrating human cognition with technology, particularly for patients with neurological conditions [6]

央视网消息："五一"假期您要去爬山吗？近一段时间，黄山、泰山、华山、庐山等多个著名景区，相继引入了登山智能辅助产品：登山外骨 骼、智能髌骨带、登山杖等。这些智能设备可以在山脚下的起点或上山途中租用，为登山助力，让游客能更多地去欣赏沿途风景、观光体验， 因此也被称为"登山神器"。 截至目前，景区分别在红门、中天门和南天门设立了3个租赁点，100多台设备已累计服务超3000人次，老年游客使用占比达62%。 学习人体运动姿态 穿戴更"无感" 穿上"外骨骼" 体验征服泰山 "五一"假期，泰山景区迎来新一波旅游高峰。在此之前，景区推出的"外骨骼机器人"已成功"出圈"，以科技赋能，从此上泰山您可以轻松"拿 捏"。 据了解，泰山景区是全国首批推出"外骨骼机器人"登山助力的景区之一。这款形似"智能登山杖"的机器人不仅能辅助行走、实时监测身体状 况，还具备紧急呼救、景点讲解等功能。 这款外骨骼机器人重1.2公斤，采用碳纤维机身与仿生学关节设计，可承受200公斤瞬时拉力。内置的AI系统通过压力传感器与惯性导航模块， 能在攀登陡峭的十八盘时自动调节助力强度，续航时间达8小时，为佩戴者节省30%至50%的体力，简直是老年人的登山法宝 ...