ROBOSENSE

02498

22.0602.04% ( -0.460 )

Delay Closed: Jul 30, 16:08:22

ROBOSENSE

02498

22.0602.04% ( -0.460 )

Delay Closed: Jul 30, 16:08:22

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P
ProfitMar 24 at 05:45 AM
The Hong Kong stock market is now a tale of two extremes. Mixue Group is exploding directly, this wave of beverages really gives a bull market feeling. However, cyclical stocks like oil services, such as BQE Petroleum Services, fell nearly 10% in a single day, not even enough time to cut losses.
Those two in new energy and biotech (Goldwind Science & Technology, Giant Biogene), seem to have no presence, just floating along passively.
RoboSense pulled up a bit, the smart vehicle track still has some popularity.
Now, we can only watch and choose, continue to endure...
D
Dolphin ResearchDec 25, 2025 at 06:22 AM
Humanoid Robots: AI's Best Hope?
Entering 2025, three years into the OpenAI-led AI cycle, the industry remains in a full-on AI investment phase. Based on our recent work, Dolphin Research sees 2026 hinging on compute cost-down and on AI capex translating into deployments across software and hardware.
The rollout of new hardware is the true incremental driver. Meanwhile, mass production of Tesla's Optimus is drawing closer, and humanoid robots could become the primary AI form factor, reshaping human interaction and productivity.
On this premise, Dolphin Research is launching coverage on the robotics supply chain. This is Part 1.
+21
Deep Research
H
HotspotJun 23, 2025 at 10:01 AM
With the successful launch of Tesla's Robotaxi, which related players are worth paying attention to?
$Tesla(TSLA.US) rose more than 10% during the session. UBS believes Robotaxi will bring Tesla over $200 billion in annual revenue by 2040. Which players in the autonomous driving industry chain are worth paying attention to? Hotspot has compiled a list of relevant Hong Kong and US stocks as follows: 1. Component suppliers...
D
Dolphin ResearchFeb 26, 2025 at 06:17 AM
"Can 'Smart Driving Equality' Really Create Another BYD?
Does BYD, which seems already very expensive, still have the potential for further price increases?
+11
BYDDeep Research
M
momoMFeb 10, 2025 at 12:09 AM
$XTALPI(02228.HK) is somewhat similar to the trend of $ROBOSENSE(02498.HK) in early December; after the first wave of rally, it consolidated and rested, and now it's in the second wave of rally. Buy the dip when the market gets volatile later, expecting the third wave.

Share your thoughts

Write something you'd like to share with our community...

P
ProfitMar 24 at 05:45 AM
The Hong Kong stock market is now a tale of two extremes. Mixue Group is exploding directly, this wave of beverages really gives a bull market feeling. However, cyclical stocks like oil services, such as BQE Petroleum Services, fell nearly 10% in a single day, not even enough time to cut losses.
Those two in new energy and biotech (Goldwind Science & Technology, Giant Biogene), seem to have no presence, just floating along passively.
RoboSense pulled up a bit, the smart vehicle track still has some popularity.
Now, we can only watch and choose, continue to endure...
D
Dolphin ResearchDec 25, 2025 at 06:22 AM
Humanoid Robots: AI's Best Hope?
Entering 2025, three years into the OpenAI-led AI cycle, the industry remains in a full-on AI investment phase. Based on our recent work, Dolphin Research sees 2026 hinging on compute cost-down and on AI capex translating into deployments across software and hardware.
The rollout of new hardware is the true incremental driver. Meanwhile, mass production of Tesla's Optimus is drawing closer, and humanoid robots could become the primary AI form factor, reshaping human interaction and productivity.
On this premise, Dolphin Research is launching coverage on the robotics supply chain. This is Part 1.
+21
Deep Research
H
HotspotJun 23, 2025 at 10:01 AM
With the successful launch of Tesla's Robotaxi, which related players are worth paying attention to?
$Tesla(TSLA.US) rose more than 10% during the session. UBS believes Robotaxi will bring Tesla over $200 billion in annual revenue by 2040. Which players in the autonomous driving industry chain are worth paying attention to? Hotspot has compiled a list of relevant Hong Kong and US stocks as follows: 1. Component suppliers...
D
Dolphin ResearchFeb 26, 2025 at 06:17 AM
"Can 'Smart Driving Equality' Really Create Another BYD?
Does BYD, which seems already very expensive, still have the potential for further price increases?
+11
BYDDeep Research
M
momoMFeb 10, 2025 at 12:09 AM
$XTALPI(02228.HK) is somewhat similar to the trend of $ROBOSENSE(02498.HK) in early December; after the first wave of rally, it consolidated and rested, and now it's in the second wave of rally. Buy the dip when the market gets volatile later, expecting the third wave.

ROBOSENSE

ROBOSENSE

Humanoid Robots: AI's Best Hope?

With the successful launch of Tesla's Robotaxi, which related players are worth paying attention to?

"Can 'Smart Driving Equality' Really Create Another BYD?

Humanoid Robots: AI's Best Hope?

With the successful launch of Tesla's Robotaxi, which related players are worth paying attention to?

"Can 'Smart Driving Equality' Really Create Another BYD?