本周策略观点:1. 人形机器人订单加速落地,宇树科技启动IPO辅导,国内机器人产业加速拓展。近期,国内人形机器人产业加速拓展,我们综合总结为三方向。第一,头部机器人企业订单加速落地;第二,以宇树、智元机器人等为引领的机器人具身智能产业加速上市进程;第三,多家机器人厂商持续推出机器人本体等产品,在技术上持续迭代。人形机器人订单加速落地,商业化进程持续加速。2025 年7 月21 日,据中国招标投标...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.