【国金晨讯】机械:垂直领域具身智能机器人的野望;A股一周策略:金价“强预期、弱现实”组合成为黄金零售的最佳催化

国金证券研究所
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+目录重点推荐1.机器人行业深度:垂直领域具身智能机器人的野望2.金价“强预期、弱现实”组合:成为黄金零售的最佳催化——策略周报3.债市微观结构跟踪:交易情绪回归中性4.量化观市:增量金融政策落地可期,成长因子有望继续走强5.SNEC-2025观展总结6.信息技术产业行业月报:字节及OpenAI更新模型,看好相关产业链投资机会今日关注1.蜜雪集团港股公司深度:供应链为基,平价现饮龙头走向世界重点...

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