TechFlow news, January 1st, China Securities' latest research report points out that looking ahead to 2026, the global liquidity easing pattern will further deepen, with three factors jointly driving a weak dollar cycle; simultaneously, domestic financial market policy dividends continue to increase, the motivation for individual investors to enter the market is strengthening, and incremental funds in the A-share market are expected to cover a broader base. Overall, the core logic supporting the bull market is anticipated to continue or even strengthen. Based on comprehensive commercial scenario analysis, the long-term market size for embodied intelligence is projected to exceed trillions, with the focus in the humanoid robot sector shifting from thematic investment to mass production expectations. Additionally, continued optimism remains for energy storage demand exceeding expectations, driving both volume and profit growth in the midstream sector and benefiting from resonance effects. (Jin10)
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