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Baidu Newsroom
[Brokerage Focus] CITIC SEC: 2025 will become the year of mass production for the embodied intelligent robot industry.
Jinwu Financial News | CITIC SEC states that 2025 will mark the first year of mass production for embodied intelligent robots. Embodied intelligent robots represent a significant integration of AI and the physical world. Their mass production and the exploratory applications of various scenarios signal a deep fusion of AI AGI and the robotics industry, driving a new wave of industrial revolution. Governments globally, technology manufacturing giants, industry chain companies, research Institutions, and capital have all focused on and engaged in this field, creating a competitive atmosphere reminiscent of a flurry of boats racing. Robot manufacturers from different eras and technical backgrounds, embodied model Software providers, assembly, core components, and downstream scenario companies are all working together to forge the Industry Chain.
Hong Kong stock morning report | The Federal Reserve maintained interest rates, and the three major U.S. indexes closed higher. China Concept Stocks broadly declined.
① The Federal Reserve maintained the benchmark interest rate, which met market expectations. ② Federal Reserve Chairman Powell stated that the impact of tariffs is greater than expected and there is no rush to cut interest rates. ③ The three major indexes of the U.S. stock market closed higher, while China Concept Stocks generally fell. ④ The central bank stated that it will make every effort to promote the implementation of a package of financial policies. ⑤ International crude oil and Gold Futures prices fell more than 1%.
U.S. stocks closed with the three major Indexes fluctuating higher, with Google plummeting more than 7%. The Bullish support from the AI Chip helped NVIDIA.
① Apple is promoting a shift to AI search for Safari, causing Google's stock price to fall over 7%; ② Disney's stock price skyrocketed nearly 11%, with the company's second fiscal quarter profits exceeding expectations; ③ NVIDIA rose over 3%, with reports that the USA is considering lifting AI Chip export restrictions.
Express News | Shares of US-listed Chinese Stocks Are Trading Lower After Two Senior US Lawmakers Called on the SEC to Delist 25 Chinese Companies From US Stock Exchanges,
Asian Equities Traded in the US as American Depositary Receipts Lower in Wednesday Trading
Goldman Sachs: The Robotaxi market in China could reach a scale of 47 billion USD by 2035, and profitability can be expected in first-tier cities by 2026.
Goldman Sachs expects that by 2035, the total size of the Robotaxi market in China could reach 47 billion dollars, with the potential to achieve profitability, starting to realize a positive gross margin in first-tier cities in 2026.
China's Robotaxi Market May Grow to $12 Billion in 2030 -- Market Talk
China Lowers Rates and Makes Bank Lending Easier in Response to Tariffs
China Central Bank Cuts Rates to Boost Economy Amid Tariff Threat
Express News | China's Official: Will Lower Interest Rates on Structural Policy Tools by 25 Bps; Guide Commercial Banks to Lower Deposit Rates; To Help A-Share Listed Companies Affected by Tariffs to Cope With Difficulties
Express News | In Overnight Trading, U.S.-Listed Chinese Stocks and ETFs Surge After China's Official Announces Series of Policies; DUO Surges 17%, BEKE Rises 4%; Alibaba, JD and Bilibili Rise 2%, YINN Up 4%, CWEB Rises 3%
U.S. Treasury Secretary and USTR to Meet With Chinese Counterparts Amid Possible Break in Trade War
U.S. stocks closed: Trade uncertainty rises, and the three major Indexes collectively declined.
① The CEO of NVIDIA stated that the AI market in China is expected to reach 50 billion dollars; ② AMD's revenue in the first quarter was 7.44 billion dollars, a year-on-year growth of 36%; ③ Super Micro Computer's net sales in the third quarter were 4.6 billion dollars, falling short of expectations.
The exposure of the domestic version of Apple AI is approaching, with Alibaba and Baidu providing support but with different responsibilities.
① Baidu's Wenxin Yiyan will serve as the core cloud-based smart engine for the domestic version of Apple AI; ② Alibaba will be responsible for conducting local compliance reviews of AI-generated content; ③ Cook admitted that Apple still needs more time to develop an AI-capable Siri.
After ongoing fluctuations, the market may be nearing a directional choice, with the AI, Siasun Robot&Automation, and other Technology growth sectors likely to rebound.
Looking back at the market situation before the festival, the market has been in a state of fluctuating consolidation, and the atmosphere of market observation remains quite strong.
U.S. stocks closed: The three major Indexes all fell, with Berkshire dropping over 5%.
① Apple issued bonds for the first time in two years; ② The Board of Directors of Berkshire Hathaway voted to appoint Abel as CEO, while Buffett continues as Chairman; ③ The reorganization plan of OpenAI had to change and will continue to be controlled by a nonprofit entity.
Baidu Inc. (BIDU) Upgraded to Buy: Here's What You Should Know
Do Its Financials Have Any Role To Play In Driving Baidu, Inc.'s (NASDAQ:BIDU) Stock Up Recently?
Express News | 'US Lawmakers Urge SEC to Delist Alibaba and Chinese Companies'- Financial Times
Express News | US Lawmakers Targets Also Include Search Engine Baidu, Online Retail Platform JD.com and the Popular Social Media Platform Weibo-FT