核心观点(1)马斯克公开肯定Optimus V3 表现,证明特斯拉仍然积极推进人形机器人项目,建议关注板块整体性机会以及传感器相关标的。(2)固态电池具有高安全性和高能量密度等优势,近期行业催化剂不断,相关设备公司关注度持续提升。(3)出口链:美国对全球多数国家的对等关税90 天宽限期将于7 月9 日到期,出口链企业前期因大幅调增关税带来的负面影响有望改善,建议关注出口链相关子板块Q2 业绩及全年...
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