具身智能产业链跟踪(11):预计2029年全球机器人市场规模突破4000亿美元

中国银河证券股...
Aug 06

行情回顾:2025年7月28 日-8月1日,具身智能指数涨幅-4.47%,与SW31个一级行业指数涨跌幅排名比较中排名第30,跑输沪深 300约 2.72pcts。年初至今涨幅为 26.50%,跑赢沪深 300 约 20.36pcts,估值上,最新具身智能指数静态 PE 约 35.7 倍,处于历史中位偏上。量上,具身智能指数成分股合计成交量达 152.11 亿股,环比上周-15.5%,居历史偏...

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