核心观点市场行情回顾：上周机械设备指数上涨0.93%，沪深300指数上涨0.88%，创业板指上涨2.32%。机械设备在全部31个行业中涨跌幅排名第19位。剔除负值后，机械行业估值水平（整体法）31.4倍。上周机械行业涨幅前三的板块分别是激光、机器人、锂电设备；年初至今涨幅前三的细分板块分别是风电设备、机器人、机床工具。周关注：亚马逊测试机器人配送，低空经济商业化加速【人形机器人】25年人形机器人在...
Source Link核心观点市场行情回顾：上周机械设备指数上涨0.93%，沪深300指数上涨0.88%，创业板指上涨2.32%。机械设备在全部31个行业中涨跌幅排名第19位。剔除负值后，机械行业估值水平（整体法）31.4倍。上周机械行业涨幅前三的板块分别是激光、机器人、锂电设备；年初至今涨幅前三的细分板块分别是风电设备、机器人、机床工具。周关注：亚马逊测试机器人配送，低空经济商业化加速【人形机器人】25年人形机器人在...
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