“시대가 도래한 아이디어보다 더 강력한 힘은 세상에 없다.” 빅토르 위고
이번 주 파월 연준 의장의 긴축 통화 정책 선언에도 불구하고 시장은 금리에만 집중하면서 ‘충분히 충분하다’는 느낌을 받았습니다. 투자자들의 관심을 끌기에 충분한 좋은 경제 소식이 있어 시장은 지난 4주 동안 최고의 한 주를 보냈습니다. S&P 500은 3.65%, 봇 지수는 4.79% 상승했습니다.
The robotic companies were led by the sparkling recovery by AeroVironment. One of the prior week’s weakest performers (-14.63%), AeroVironment gained 20.69% after reporting above consensus sales for its fiscal first quarter. The company has been benefitting from the effectiveness and accolades about its Switchblade Drone’s use in the Ukraine war. This week Zachs Research issued a report on the company entitled, “3 Reasons Why AeroVironment is a Great Growth Stock.”
Following AeroVironment in double digit gain territory was Tesla and its 11% improvement. Tesla announced that it was seeking some tax and incentive relief from the state of Texas where it hopes to construct a refinery for lithium. Lithium is a primary component in EV batteries and has been on an acceleration curve with the recent attention on electric vehicles. In looking at the price of lithium (in 2020 it traded at $6,800, in 2021 it was $17,000 and this year it is trading at $78,000) Elon Musk announced those involved in refining the mineral have “a license to print money.”
Intuitive Surgical was the third best performer in the Bot Index with an 8.67% increase. Prompted by some suggested new hardware for its DaVinci Surgical System, a Stifel analyst boosted his price target to $260. The stock closed at $221.
There was only one company that reported a down week and that was the Taiwan company Hiwin Technologies. The company has been trading recently in patterns associated with Taipei’s tenuous relations with China. The stock fell one percent during the week, however, was up significantly on Friday.
Robots in the News:
We can’t for the life of us, with so much going on in the robotic field, that the Washington Post ran an article about a robotic venture that is very likely to fail. The article was entitled, “This robot catches grandma before she falls.” The Post author interviewed inventors from Singapore’s Nanyang Technological University on their new product named Mr. Bah. In reading about the objective of the device – to contain falls by the elderly, the concept sounds reasonable since falls are the second leading cause of Senior Citizens’ injury deaths in the U.S. However, the practicalities and cost of the device seem destined to be one of those ‘sounds great on paper’ concepts. Since the user is required to strap themselves into a harness attached to the four wheeled pushcart, it is doubtful that these efforts are worthwhile. Evidently, the inventors claim that sensors detect when the user is about to fall and adjust their attitude. All this and the cost is a mere $20,000 for the hospital version and $3,000 to $4,000 for the home application. We think Mr. Bah is a Blah.
Member: American Economic Association, Society of Professional Journalists, United States Press Association. Institute of Chartered Financial Analysts, Robotic Industries Association, Member IEEE.
The Bot Brief is a weekly newsletter designed for economists, investment specialists, journalists, and academicians. It receives no remuneration from any companies that may from time to time be featured in the brief and its commentaries, analysis, opinions, and research represent the subjective view of Balcones Investment Research, LLC. Due to the complex and rapidly changing nature of the subject matter, the company makes no assurances as to the absolute accuracy of material presented.
로봇 회사는 AeroVironment의 반짝이는 회복에 의해 주도되었습니다. 지난 주의 실적이 가장 부진한 기업(-14.63%) 중 하나인 AeroVironment는 회계연도 1분기에 컨센서스 이상의 매출을 보고한 후 20.69% 상승했습니다. 이 회사는 우크라이나 전쟁에서 Switchblade Drone의 사용에 대한 효과와 찬사를 받고 있습니다. 이번 주 Zachs Research는 “AeroVironment가 위대한 성장 주식인 3가지 이유”라는 제목의 보고서를 발표했습니다.