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明日前瞻:“AI+教育”利好頻出,碳酸鋰需求回暖
格隆匯 06-01 20:45

盤面簡析

今天的市場主線繼續都是AI+概念為主,尤其AIc+傳媒/教育/電商,同時機器人、消費電子、虛擬現實等概念也有所發動。從趨勢看,AI+概念情緒還在繼續提升,同時結合六一兒童節、618電商大促等事件驅動,相關概念也得到了新關注。後續建議多關注電商銷售情況。

明日關注方向

1,“AI+教育”利好政策頻出台 行業發展迎重大機遇

近日,教育部等十八部門發佈關於加強新時代中小學科學教育工作的意見,提出落實科學及相關學科教學裝備配置標準,加強實驗室建設。探索利用人工智能、虛擬現實等技術手段改進和強化實驗教學。同時,618大促開始,目前有報道觀測到兒童教育類電子產品的銷量出現井噴。

此外,美團閃購數據顯示,電子教育品類即時零售業務年流量增速達654%,交易額同比去年增長16倍,其中,智能手錶年交易額同比增長13倍。

近幾天市場盤面也對AI+教育顯著關注,科大訊飛升停成為主要催化劑。機構認為,教育是AI浪潮下落地最直接且邏輯最通順的應用場景之一,尤其是生成式AI(AIGC)落地發展迅猛。建議繼續關注AI教育概念表現。

2,產業鏈人士:富士康拿下特斯拉車用電子控制單元(ECU)訂單

據中證報,日前,有消息稱“傳聞富士康拿下特斯拉車用電子控制單元(ECU)訂單,並將擴大出貨車用電子模塊產品,將在旗下墨西哥工廠生產。”6月1日,產業鏈人士確認上述消息屬實,並透露該項業務正由富士康D事業羣在做。資料顯示,富士康D事業羣即PCEBG事業羣,該事業羣以台式電腦、打印機、墨水盒、X—box、智能售貨機等3C產品製造為強項。同時,該事業羣承載富士康集團F2.0數字轉型使命,佈局新能源汽車產業。

目前市場對此消息關注提升,儘管消息未能證明與工業富聯有什麼關係,但不排除市場對富士康概念短線炒作。

3,碳酸鋰需求回暖:有企業忙到放棄訂單,還有企業稱庫存不會超過12個小時

據央視財經,今年五月份以來,碳酸鋰市場需求回暖,電池級碳酸鋰價格大幅回升。江西贛州某碳酸鋰生產企業產線負責人表示,5月份以來訂單逐漸增多,特別是委託加工的訂量十分飽和,不過受企業產能限制,不得不放棄一些訂單。同時,不少碳酸鋰生產企業庫存去化明顯加快。還有碳酸鋰生產企業產線負責人表示,“五一”之後發貨量增大,每天在兩三車以上,之前的庫存基本為零,現在生產出來的產品及時打包發貨,庫存不會超過12個小時。

碳酸鋰短期反彈了一段時間,短期對相關概念股形成明顯信心回升,短期或獲得市場更多關注。

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