中信建投称市场更关注机器人行业中期迭代与大规模量产

DoNews
28 May

5月28日,中信建投发布研报指出,机器人板块近期出现震荡回调,市场对特斯拉Optimus及Figure新视频的关注度有所下降,个股表现进入验证阶段。行业支撑源于产业趋势的持续验证,目前行业标杆主机厂可能已发布首批规模采购订单。市场更加聚焦于中期样机迭代(稳定商用能力验证)以及更大规模量产(产业趋势拐点验证)的实现情况。从供应链角度,中信建投建议关注Tier1龙头企业在灵巧手总成等增量部件上的拓展,...

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