智通财经APP获悉，根据华尔街金融巨头美国银行(BofA)策略师团队的最新观点，投资者们可通过将AI相关投资标 的与那些和全球经济增长密切相关联且估值相比于美国科技巨头们便宜得多的股票(比如资源类股票)相结合，来更 好地配置并参与以人工智能为核心的投资热潮——这些与经济增长密切相关的股票标的有望大幅受益于AI技术所带 来的人类社会生产效率大幅提升。 此外，美银最新公布的这份研报还显示，在本十年的后半段(即2025-2030年)，市场将更加倾向于中国四大科技巨头 而不是美股七巨头——即美银重点聚焦的"BATX"，分别代表百度(Baidu)、阿里巴巴(Alibaba)、腾讯(Tencent)和小米 (Xiaomi)。 美银还表示，市场更加倾向于安全体系构建、国家干预、人口/技术转变和新资产投资，而全球化、美联储独立性以 及"美股七巨头"这一曾经时期(2020-2025)的全球市场宠儿则都有可能被视为已经过了顶峰时期。 占据标普500指数以及纳斯达克100指数高额权重(大约35%)的所谓"美股七大科技巨头"，即"Magnificent Seven"，它 们包括：苹果、微软、谷歌、特斯拉、英伟达、亚马逊以及Faceb ...

Group 1 - The A-share market is currently experiencing a strong performance, particularly in technology stocks driven by AI, with expectations for continued growth over the next 3-5 years [1][2] - Liu Yuanhai, the Director of Equity Investment at Dongwu Fund, is optimistic about the A-share market for the second half of this year and into 2026, predicting a potential upward trend [1] - The current low interest rate environment in China is expected to stabilize value stocks, while growth sectors like AI and innovative pharmaceuticals are anticipated to have significant development potential [1] Group 2 - The core investment theme in the A-share market is expected to focus on embracing AI, with opportunities centered around AI computing power, which has shown strong performance in 2023 [2] - Liu believes that 2025 could mark a significant year for the explosion of AI applications, including smart driving in automobiles, AI hardware, humanoid robots, and internet companies that actively adopt AI [2] - The automotive smart driving sector is projected to be a promising investment opportunity over the next two to three years, with current valuations of key companies in this area being relatively low historically [2]

Group 1 - The 2025 World Humanoid Robot Games concluded successfully in Beijing, with the AI humanoid robot developed by the company's subsidiary, Shengtong Education, winning the Best Popularity Award in the "Inspiration" event [1] - From August 8 to August 12, the 2025 World Robot Conference (2025 WRC) was held in Beijing, where the company's subsidiary, Zhongming Robotics, provided core technical support for the Super Track Race, integrating years of experience in robotics engineering and programming education into the event [1] - Shengtong Education has established a comprehensive artificial intelligence education ecosystem, offering AI general courses, programming experiences, and embodied intelligence training for various age groups, aiming to enhance students' understanding of AI fundamentals and support unified AI research management at the district level [1] Group 2 - The company recently formed a strategic partnership with Chongqing Xinhua Publishing Group to launch the first "Xinhua Shengtong Artificial Intelligence Workshop," expanding its reach into public education outside of schools [2] - The collaboration will leverage the offline bookstores, campus channels, and publishing resources of Chongqing Xinhua Publishing Group, along with the company's operational capabilities in the technology education sector, to deepen cooperation in content publishing, resource sharing, and service team expansion [2]

Group 1 - Since June, the collaboration between the English "Shenzhen Daily" and the "Love Shenzhen" multilingual international portal team with mainstream media from Asia, Africa, and South America has successfully promoted high-quality articles overseas, enhancing Shenzhen's international communication impact [1][3] - Foreign media groups visiting Shenzhen have been impressed by BYD's advanced manufacturing capabilities and Leju Robotics' cutting-edge technological innovations, discussing how to leverage the "Shenzhen experience" to boost their own industries [3] - As of July 15, foreign media outlets including Kenya's "The Standard," Pakistan's "Sachi News," Zimbabwe's "Today Zimbabwe," and Sudan's "China Vision Network" have published or reprinted a total of 23 articles related to the English "Shenzhen Daily" and the "Love Shenzhen" multilingual international portal, covering languages such as English, Arabic, and Spanish [6] Group 2 - High-frequency terms in foreign media reports about Shenzhen include "technology," "sharing," and "future," with specific articles focusing on Leju Robotics' AI humanoid robots and BYD's innovative ecosystem, which is seen as a model for global sustainable development [9] - Sudan's "China Vision Network" has reprinted 17 articles from the "Love Shenzhen" multilingual international portal, published in both English and Arabic, covering diverse themes such as Shenzhen companies' overseas stories and the Greater Bay Area's "zero-carbon future" [10] - The establishment of a multilingual "foreign media friendship circle" is being explored to facilitate content exchange and resource sharing with foreign media, aiming to create a favorable environment for Shenzhen's overseas investment attraction and talent recruitment [10]

Core Viewpoint - The company, 港仔机器人, is actively expanding its humanoid robot business in Hong Kong, showcasing its AI humanoid robots and securing significant partnerships to tap into the local market demand [1][2][3]. Group 1: Business Developments - 港仔机器人 recently showcased its humanoid robot products at the Hong Kong Convention and Exhibition Centre, attracting interest from industry stakeholders and consumers [1]. - The company has formed a strategic partnership with 大成环境科技, which will serve as a core customer for its humanoid robots, leveraging its extensive service offerings in property management and facilities management [2]. - The company has completed the establishment of its humanoid robot ecosystem, both domestically and internationally, within a short period, indicating strong operational capabilities [2]. Group 2: Market Positioning - 港仔机器人的 target markets for humanoid robots include property services, elderly care, health inspection, smart education, and commercial marketing, all of which have existing application scenarios [3]. - The company is well-positioned in the education sector, collaborating with 中科编易 to develop advanced AI educational humanoid robots, benefiting from top-tier research capabilities [3]. - The management's efficient execution and strong confidence in the humanoid robot industry are expected to enhance the company's fundamentals and growth prospects, leading to increased market valuation [3].