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Visa unveils commerce platform enabling autonomous AI shopping
Cointelegraph·2026/04/09 04:21
EUR/USD Price Forecast: Bulls await break above 200-SMA/38.2% Fibo. confluence near 1.1670
101 finance·2026/04/09 04:09
US Dollar Index moves little due to renewed safe-haven demand
101 finance·2026/04/09 03:54

World Gold Council Unveiled: Why Is Gold Being Sold Off Amid the US-Iran Conflict?
新浪财经·2026/04/09 03:51

CICC Commodities | Oil and Gold: The Second Half of the Geopolitical Market
新浪财经·2026/04/09 03:50

The New York Times: Middle East war cripples the world’s second largest rice exporter
美股ipo·2026/04/09 03:50
Spotware unveils cTrader Leads – an innovative program offering complimentary leads to brokers
101 finance·2026/04/09 03:42

With 12,000 planned new stores, this is how Starbucks plans to expand
华尔街见闻·2026/04/09 03:30
XTER (Xterio) fluctuated 42.9% in 24 hours: trading volume surged to $4.89 million amid intense price volatility
Bitget Pulse·2026/04/09 03:22
ENJ fluctuates by 113.5% in 24 hours: Trading volume surges over 600%, triggering a short squeeze
Bitget Pulse·2026/04/09 03:22
Flash
09:59
AAVE falls below $90According to Jinse Finance, market data shows that AAVE has dropped below $90, currently reported at $89.96, with a 24-hour decline of 5.27%. The market is highly volatile, so please ensure proper risk control.
09:59
Serenity: Automotive and Robotics Supply Chains are Converging, Germany's Schaeffler Poised for Pricing ReassessmentBlockBeats News, June 28th, Serenity published an analysis on the "Integration of Automobile and Robot Supply Chain," using Germany's Schaeffler (market value of about €74.7 billion) as a typical case. Schaeffler has partnered with 45 humanoid robot companies, with products covering core components such as bearings, gearboxes, sensors/ECUs, actuators, and power electronics, estimated to account for approximately 50% of a humanoid robot's bill of materials, aiming to secure a 10% market share in this field. However, the company's forecast for robot-related revenue by 2030 is only at the level of a few billion euros, far below Musk's optimistic market expectations. Serenity believes this is a classic case of "sandbagging forecast," significantly underestimated. Serenity also pointed out other targets worth noting, such as Nabtesco focusing on joint reducers, and Sany Intelligent Control supplying parts to Tesla's Optimus.
Regarding investment logic, Serenity believes that these traditional automotive parts companies are currently undervalued due to the drag from the automotive business. Humanoid robots and AI in automobiles will become important growth vectors, with the recent mention by the Chairman of TSMC that AI in cars is a growth vector. However, a key premise is that downstream killer applications and leaders, such as ChatGPT or Anthropic, need to emerge to truly drive the entire upstream supply chain ecosystem. Currently, the robot business accounts for only about 1% of these companies' total revenue, and the market short term still focuses on immediate bottlenecks such as memory and MLCC.
Serenity predicts that as humanoid robots evolve along different architectural paths, there will be "surprising supply chain bottleneck delights" similar to HBM or MLCC in the future, bringing pricing power and revaluation opportunities to companies that position themselves early. The time point after 2027 may become a significant catalyst.
09:49
Serenity: Schaeffler AG is a key beneficiary in the humanoid robot sectorSerenity's analysis believes that Schaeffler AG is an ideal model for the automotive industry entering the humanoid robot sector. The company has a market capitalization of approximately 7.5 billion euros and has partnered with around 45 humanoid robot companies. Its business covers core components such as bearings, gearboxes, sensors/ECUs, actuators, and power electronics, theoretically accounting for about 50% of the BOM cost for humanoid robots. Schaeffler AG expects to achieve hundreds of millions of euros in revenue by 2030.
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