开源证券:订单落地带来持续催化 人形机器人Q4有望开启大行情

智通财经网
Sep 09, 2025

智通财经获悉,开源证券发布研报称,临近10月,特斯拉(TSLA.US) Gen3机器人定型越来越近,后续订单落地的消息将给板块带来持续催化。Q4国内头部企业加速资本化,主机厂或发布新品,叠加高规格产业政策支持。判断四季度机器人板块有望在海内外共振下,开启面向2026年全年的大贝塔。特斯拉链聚焦“强确定性”,国产链把握“供应链卡位”与“应用场景放量”两个方向。推荐震裕科技(300953.SZ)、...

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